12 March 2018 |
Tag Archives: DPM
21 February 2018 |
UOB PB’s DPM assets increase by 400% in 2017
5 February 2018 |
RBC WM’s Peter Corry reaffirms commitment to Asia

22 January 2018 |
Nine recent trends that have shaped Asia's PB industry

19 January 2018 |
UBP names new Asia DPM head

17 November 2017 |
“We only want to pay active fees for high active share funds,” BNP Paribas WM's Bregman
26 October 2017 |
30% YTD increase in DPM assets drives Bank of Singapore's AUM jump

20 October 2017 |
Julius Baer launches DPM booking centre in Hong Kong
19 October 2017 |
Asia’s discretionary managers want broader ETF product range
19 October 2017 |
DBS Private Bank’s international desk sees "higher" DPM penetration outside of Asia

28 September 2017 |
Nearly half of Asia’s private banks say DPM assets up 10% or more YTD
31 August 2017 |
In Demand: August’s hiring trends

31 August 2017 |
Pictet’s profits pick up in first half

29 August 2017 |
Local Hong Kong banks unperturbed by lacklustre DPM demand

25 August 2017 |
CITIC’s private banking unit grows AUM by 15% in first half

10 August 2017 |
Pictet WM’s Claude Haberer: “The idea that Asian investors don’t go for discretionary is wrong”

4 August 2017 |
HK investors lag Asian peers when it comes to the use of online financial services
1 August 2017 |
EFG's Asia DPM assets rise 40% this year
7 July 2017 |
Fee-based growth a priority for BNP Paribas WM's Vrielinck, Lecomte

6 July 2017 |
Deutsche Bank WM says 90% of its fixed income mandates outperformed benchmarks in 1H17
30 June 2017 |
Top Eight for Week 23-29 June 2017

30 June 2017 |
CITIC’s private banking operations to remain under retail division for now

29 June 2017 |
"More than half" of CITIC’s PB branches in China launched DPM services over past three months
23 June 2017 |
Two-thirds of private banks in Asia are implementing or considering smart beta in their DPM portfolios
22 June 2017 |
UBP’s DPM assets in Asia grow 35% YoY following Coutts takeover
21 June 2017 |
Survey: 38% of PBs say clients favour discretionary mandates geared towards growth, suggesting improved risk appetite
21 June 2017 |
Francesco de Ferrari: Credit Suisse PB’s new digital advisory platform is a “stepping stone from transactional to DPM”

1 June 2017 |
HSBC PB picks former UBS WM exec to head Asia discretionary business

4 May 2017 |
BNP Paribas WM launches discretionary fixed maturity bond solution
21 April 2017 |
Julius Baer bolsters discretionary unit in Asia with UBS hire

9 March 2017 |
Julius Baer bolsters recurring income business in Asia with duo hire

9 March 2017 |
Lombard Odier's DPM offering delivers “strong revenue and asset growth” in Asia

14 February 2017 |
Bank of Singapore: DPM, advisory penetration extends to Barclays Wealth assets

13 February 2017 |
Global Alliance Wealth Management launches Japan business with alts and discretionary advisory licence
19 December 2016 |
Performance holding back DPM sales in Asia
15 December 2016 |
Experts predict impact of SFC’s suitability clause on PBs

30 September 2016 |
Self-made techies are wealth management's early adopters

17 August 2016 |
Former DPM head for DBS Private Bank resurfaces

11 August 2016 |
SSGA: Enhancing DPM with SPDR ETFs
19 July 2016 |
DBS Private Bank’s DPM head resigns

11 July 2016 |
UBS WM launches fifth DPM innovation in Asia
21 June 2016 |
Asia's discretionary heads rate RMs' DPM knowledge a mediocre 6 out of 10
21 June 2016 |
Asia's discretionary heads rate RMs' DPM knowledge a mediocre 6 out of 10
8 June 2016 |
DPM is a practice and not a product
7 June 2016 |
ABN AMRO loses Asia head of DPM

31 May 2016 |
Discretionary portfolios still a tough sell in Asia, says Value Partners
23 May 2016 |
The multi asset play: Here to stay?
13 May 2016 |
68% of region's private banks report DPM penetration rates of less than 10%
26 April 2016 |
UBS to manage emotionally-driven redemptions with new DPM solution
18 April 2016 |