Charles Monat Associates, a provider of wealth transfer and liquidity planning solutions to high-net-worth clients, has changed its organisational structure to support the guidelines on fair dealing for financial institutions recently released by the Monetary Authority of Singapore (MAS).
As a result of the restructuring, Daniel Yeo, vice-president and head of compliance and service quality management, has been tasked to form a dedicated service quality team with independent oversight and responsibility.
Patricia Cheng, meanwhile, has been promoted to assistant ...