Client account reviews provide an opportunity for a business professional to assess the current state of his customer's financial status, changes in goals and any other relevant information.

As part of the business review, Hong Kong-based Global Chief Distribution & Customer Officer for HSBC's insurance business Alison Law and other group executives have been sent to mainland China to ...

Shareholders in HSBC ... to break off the Asian business in some way. Last month, it publicly backed shareholder initiatives that would force the firm to regularly review its global structure ...