Tag: Amy Lo
UBS WM subsidiary in Shenzhen gets regulatory green light for fund distribution
Despite clarifications, most PWM firms deem Professional Investor rules complex: PWM Report 2021
GBA Wealth Management Connect scheme to launch in “execution-only” model
Regulators sign MoU for Greater Bay Area Wealth Connect
Hong Kong PWM industry expects 5-10% annual growth in AUM, zeroes in on serving China wealth: PWMA
Many “cardinal rules” in private banking no longer apply in the wake of COVID-19
What pandemic? Wealth of billionaires swells, led by China
Onshore business status update — How global PBs envision the China growth story
Wealth Connect is a crucial step in realising HK’s WM hub potential: PWMA
UBS’s Amy Lo and August Hatecke: “Great chemistry, successful revamp”
UBS names sector heads, reorganises Asia leadership in major WM redesign
Final Word 2019: How tech helps PBs to better understand clients
Final Word 2019: PB CEOs share their banks’ greatest challenges and opportunities
13% fewer billionaires in China as rough markets rock company values
Amy Lo: GBA two-way WM connect scheme still in high level discussions
UBS’s Amy Lo names six disruptive tech industries that present “tremendous investment opportunities”
UBS GWM’s APAC leaders unveil raft of senior promotions
UBS GWM names new APAC co-heads
China minted more billionaires in 2017 than Americas and EMEA: UBS-PwC
PWMA urges HK regulators to develop PWM code of conduct
High barriers to SI adoption despite keen interest: UBS GWM
UBS: Fintech revenues to grow 3x faster than financial sector’s
Hong Kong’s AUM “to double in next five years”: PWM Report 2018
UBS GWM raises US$100 million for SI mandate in 1H
Leaning in: views from Asia’s leading women in wealth
Asia’s PBs remain divided over how to approach onshore markets
The Final Word: Technology
The Final Word: Regulations and compliance
The Final Word: Business performance
UBS WM rejigs senior management in Hong Kong
UBS WM to add another floor to Kowloon office in 2018
Top Eight for Week 27 October – 3 November 2017
PWMA’s apprenticeship scheme expanded by popular demand
UBS’ Amy Lo: “We are not competing with local Chinese banks and we don’t intend to”
Asia now has more billionaires than the US
OCBC, HSBC, MUFG and Singaporean regulator develop KYC blockchain platform
Shared KYC utility coming soon to Hong Kong, says UBS’ Amy Lo
Wealth firms in Hong Kong see AUM rise to over US$800bn as Chinese clients buoy growth
UBS’ Raju becomes sole head of global UHNW APAC, with Lo picking up chairman title
UBS WM launches fintech lab in Hong Kong
HKMA and PWMA roll out “treat customers fairly” framework to keep industry “competitive”
Comparing HK’s new wealth management programmes, which have had “extremely positive responses”
More frontline and legal staff needed in HK wealth firms, says UBS’ Lo
APAC family offices dial up demand for impact investing
Chinese billionaire turnover points to greater demand for delegation
Part of UBS WM’s Kowloon office will become a “Techhub”, reveals Lo
