Tag: Asia
UBP’s Eric Morin: “Real progress”
APB Thought Leaders: Morgan Stanley’s Vincent Chui on PWM Asia’s strategy and hiring plans
Indosuez WM eager to add more regional funds
Equity strategies dominate YTD fund inflows: HSBC PB’s Virginia Devereux Wong
Azqore focusing on “pre-vetted marketplace of fintechs” to complement core banking platform
Wholesale banking referrals good for over 60% of NNM at HSBC PB and Global AM in 2020
For the mass affluent business to thrive, PBs should expand discretionary services: Privé
Morgan Stanley PWM to launch second ‘best business models’ discretionary portfolio in Asia
‘Significant enhancements’ planned for Credit Suisse’s Thai onshore wealth platform
Symphony’s new CCO shares his vision for collaboration tech
UBS GWM CIO: “Reopening story to be key driver of markets in 2H
Almost half of affluent and HNW investors keen on investing 5-15% in SI: StanChart PB
RMs in Asia often see clients as belonging to them, rather than to their employers: Wealth Dynamix
Tax-neutral jurisdictions may appeal more to Asian HNWIs post-COVID: BVI Finance
UBS’s Amy Lo and August Hatecke: “Great chemistry, successful revamp”
Sanctioned securities a growing concern in data management at PBs: SIX
Avaloq signs up its first bank in the Philippines
DB renews WM contract with Avaloq in six jurisdictions through 2028
BNP Paribas WM’s Royston Low: Signs point to bumper PE vintage
Map assets into three strategies, so there is no need to realise losses: UBS
Asian HNW families seek independent operating model to manage their wealth
“No sector is entirely safe” in current crisis: Pictet WM’s Gaud
Avaloq’s Asia head: We’ve moved away from ‘monolithic core engines’ to open technology, customisation, personalisation
HSBC Private Banking joins the WealthiHer network
VP Bank unveils bold 2025 strategy
DBS launches portfolio advisory tool for wealth clients
BNP Paribas WM’s Arnaud Tellier: “This is not a case of stop-and-go, we want to accelerate growth”
Morgan Stanley PWM launches research-driven thematic equity mandate
StanChart PB is rebuilding exposure via US and Europe equities
Mindful Wealth re-domiciles its Avenida CLO Equity Fund to Singapore
In 2019, Taiwan attracted the most ETF inflows in Asia: Vanguard
Asia dominates most expensive cities chart, has priciest property and cars: JB report
HSBC PB’s referral business jumps 70% as rejuvenation project bears fruit
UBS GWM mandate assets jump 23% in Asia, SI mandate tops US$8bn globally
Believe it or not, Asia’s PB industry is spearheading gender diversity at the leadership level
Julius Baer’s David Shick lauds high-quality growth of Greater China business
Asian investors increase factor investing adoption as sophistication level edges up: Invesco
DPM assets ‘steady and growing’ at Asia’s PBs
Tech advancement makes room for two-way succession dialogue: JPM PB
Bank of Singapore raises over US$1B for FMPs
DPM managers expect top overweight call to shift from US to AxJ equities next year
Expect China to emerge as a standalone asset class: Julius Baer CIO
Asia’s DPM train rolls on
MFOs Carret Private, Lumen Capital Investors to merge
UBS’s Asia clients play their part in KKR impact fundraise as bank edges closer to 5-year SDG objective
CIO Weekly – Featuring UBS, BoS, DBS, CS
