Πέμπτη 16 Μαρτίου 2023

On the problems of Credit Suisse - part 2

On the problems of Credit Suisse - part 2

Swiss bankers are especially notable for their tendency to change the rules of the game after opening an account and making a deposit.

▪️They often set obviously impossible conditions, for example:

➖require to bring a legal opinion from a local law firm that the client is in full compliance with all Russian rules in relation to the offshore to which the account is opened;


➖or with a smile, the prosecutor is asked to increase the amount of the deposit to, say, $5 million and provide the bank with an investment mandate. This supposedly will allow for a more thorough examination of the client's arguments that the money is of legal origin.

Therefore, non-compliance with sanctions against clients from Russia and other jurisdictions that are problematic from the point of view of FATCA is caused by a banal desire to make money or simply take money with impunity.

🔻The reasons for the current problems of Credit Suisse

On the face of it, the bank ran into risk management, compliance and anti-money laundering challenges, resulting in significant losses and regulatory scrutiny. The bank also suffered from leaks that exposed it to the risk of fraud and corruption.

❗️But the most likely reason is the involvement of a pool of investors, including from the Gulf countries, as donors and an attempt to squeeze additional funds out of them to maintain an already unviable system.

In fact, the largest investor Saudi National Bank (https://www.cnbc.com/2023/03/15/credit-suisse-shares-slide-after-saudi-backer-rules-out-further-assistance.html) before the choice - to provide additional financing (which is tantamount to losing money) or to lose a significant part of the investment due to a fall in the stock price. So far, the situation is developing according to the second scenario.

🔻Implications for the EU financial system

Based on the fact that private investors are not ready to save Credit Suisse, the state will have to intervene and the likelihood of nationalization to preserve at least the bank's brand and shell is now growing rapidly.

If such a scenario materializes, other large banks in Europe may begin to move in the same direction.

The process of centralization of the banking system and liquidation of most of the small and medium-sized banks will gain momentum.

This is quite consistent with the new realities of Europe, whose industry is moving to the United States.

The number of European projects that are interesting for lending is decreasing and, accordingly, a part of the financial system that previously served business is being dismantled.

This creates fertile ground for the introduction of the digital euro and its circulation either through the ECB system or through a small pool of "close" banks.
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