• DPM
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Tech consultancy Synpulse urges PBs to modernise DPM offering

Technology consultancy Synpulse has been advising private banks to move away from a legacy spreadsheet-based approach to managing their discretionary ...

23 September 2021

• DPM
• Sustainable Investing

UBS My Way AUM crosses US$1B in APAC as the bank rolls out My Flex for savvy clients

UBS saw AUM from APAC clients on its My Way platform exceed the US$1 billion mark by the end of ...

23 August 2021

• DPM
• Technology
• Exclusive

Tech consultancy Synpulse urges PBs to modernise DPM offering

• DPM
• Sustainable Investing

UBS My Way AUM crosses US$1B in APAC as the bank rolls out My Flex for savvy clients

• Advisory
• Technology

HSBC gets wish to offer advisory solution fulfilled through BlackRock’s Aladdin platform

• DPM
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Thematic mandates, ESG-investing help drive DPM mandates: Alice Tan of Maybank Singapore

• Advisory
• People

UBP adds two to Singapore team

• Advisory
• DPM
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UBP adds trio of senior bankers in Hong Kong amid advisory, discretionary drive

• Advisory
• Fintech
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Julius Baer’s digi advisory suite “repurposes” advisory process in Asia: Rajesh Manwani

• CIO
• Portfolio

Institutional investors, wealth funds back to risk-neutral levels and armed with cash to deploy: State Street

• DPM
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“Pandemic response solution” draws Asian DPM investors: EFG’s Arjun Panchapagesan

• DPM
• Investments
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Income strategies still capture the most net assets, despite major outflows in March

• Advisory
• Industry
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COVID-19 is a transformational moment in time: Julius Baer’s Philipp Rickenbacher

• Advisory
• Industry
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WMs straddle the line between buyside and sellside as clients have higher advisory expectations

• Investments
• Portfolio

COVID-19 may bring active money management back in the groove

• DPM
• People
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Ex-StanChart DPM head moves to Lombard Odier

• DPM
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For the mass affluent business to thrive, PBs should expand discretionary services: Privé

• Investments
• Portfolio
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Unconstrained asset allocation mandates gaining among Thai clients: SCB JB’s Joseph Caceres

• Investments
• Portfolio
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UBS raises DPM customisation bar with rollout of My Way platform

• DPM
• Sustainable Investing
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COVID-19 piques investor interest in ESG