Tag Archives: Advisory
Former Deutsche Bank WM advisory head resurfaces at HSBC
UBP adds two to Singapore team
UBP adds trio of senior bankers in Hong Kong amid advisory, discretionary drive
Julius Baer’s digi advisory suite “repurposes” advisory process in Asia: Rajesh Manwani
WMs straddle the line between buyside and sellside as clients have higher advisory expectations
Too many so-called advisors have limited experience and qualifications: India’s Credence FO
The fee-based advisory model is here to stay: Singh of Avendus
UBS GWM mandate assets jump 23% in Asia, SI mandate tops US$8bn globally
EFG launches Dubai advisory office
PBs must “clearly differentiate” execution-only and advisory services to spur advisory uptake in Asia: Synpulse
Work in progress: The digitalisation journey so far for Asia’s private banks
UBS GWM: Demand for advisory mandates rising among China international clients
UBS GWM set to expand advisory offering
Key investment trends in 2018
StanChart PB nabs HSBC PB’s former funds and ETFs director
BoS loses Hong Kong head of equities advisory
UBP’s ‘Premium Advisory’ mandate in Asia sees “growing adoption”
50% of robo-advisors surveyed did not pass ‘portfolio construction maturity’ test
In Demand: August’s hiring trends
UBS WM says Hong Kong’s HNWIs should be cautious about raising cash allocations
SFC’s proposed suitability requirements for online platforms will be “difficult” to meet, says law firm
New multi-manager platform to ease non-Western fund access to UCITS distribution
BNP Paribas WM recommends long-short strat with CLN
Credit Suisse launched tactical fund list in Asia
Fixed income to stay elusive in 2016
Old Mutual Wealth buys Singaporean advisory services firm
LGT’s South Asia advisory head exits
Volatile oil market calls for yields enhanced products, says BNP Paribas WM
EFG eyes launch of new active advisory offering in Asia
HNWIs eyeing “summer sale” buying in alternatives
Asian HNWIs ready to pay for goal-oriented advice
A pre-hike diagnosis of Asian HNW idiosyncracies
Digitally scalable customisation “not easily replicable”, says UBS
UBS Advice raised US$22 billion in two years, Taiwan launch could add 14% in assets
Investors look for equity-linked structured notes with varied payoffs
Who’s afraid of a rate hike?
BNP Paribas Wealth Management: 50% of net new investments made in Hong Kong and China
Bonds in choppy waters
Investors lock in profits as PBOC cuts rates again
What's selling at private banks
Fed hike? What Fed hike?
HNWIs opt for private equity
What's selling at private banks?
Structured product play of the week
Industry’s advisory push leads to ho-hum mutual fund penetration
What's selling at private banks?
