Tag: DPM
Credit Suisse appoints new APAC head of investment management
Ex-UBP DPM head joins UK WM as partner
Derivatives and structured products in Asian DPM solutions doubles
BoS ups Euro equity exposures as region enjoys “best period of growth”
Bank of Singapore’s NRI clients warming to DPM
UOB PB’s DPM assets increase by 400% in 2017
RBC WM’s Peter Corry reaffirms commitment to Asia
Nine recent trends that have shaped Asia’s PB industry
UBP names new Asia DPM head
“We only want to pay active fees for high active share funds,” BNP Paribas WM’s Bregman
30% YTD increase in DPM assets drives Bank of Singapore’s AUM jump
Julius Baer launches DPM booking centre in Hong Kong
Asia’s discretionary managers want broader ETF product range
DBS Private Bank’s international desk sees “higher” DPM penetration outside of Asia
Nearly half of Asia’s private banks say DPM assets up 10% or more YTD
In Demand: August’s hiring trends
Pictet’s profits pick up in first half
Local Hong Kong banks unperturbed by lacklustre DPM demand
CITIC’s private banking unit grows AUM by 15% in first half
Pictet WM’s Claude Haberer: “The idea that Asian investors don’t go for discretionary is wrong”
HK investors lag Asian peers when it comes to the use of online financial services
EFG’s Asia DPM assets rise 40% this year
Fee-based growth a priority for BNP Paribas WM’s Vrielinck, Lecomte
Deutsche Bank WM says 90% of its fixed income mandates outperformed benchmarks in 1H17
Top Eight for Week 23-29 June 2017
CITIC’s private banking operations to remain under retail division for now
“More than half” of CITIC’s PB branches in China launched DPM services over past three months
Two-thirds of private banks in Asia are implementing or considering smart beta in their DPM portfolios
UBP’s DPM assets in Asia grow 35% YoY following Coutts takeover
Survey: 38% of PBs say clients favour discretionary mandates geared towards growth, suggesting improved risk appetite
Francesco de Ferrari: Credit Suisse PB’s new digital advisory platform is a “stepping stone from transactional to DPM”
HSBC PB picks former UBS WM exec to head Asia discretionary business
BNP Paribas WM launches discretionary fixed maturity bond solution
Julius Baer bolsters discretionary unit in Asia with UBS hire
Julius Baer bolsters recurring income business in Asia with duo hire
Lombard Odier’s DPM offering delivers “strong revenue and asset growth” in Asia
Bank of Singapore: DPM, advisory penetration extends to Barclays Wealth assets
Global Alliance Wealth Management launches Japan business with alts and discretionary advisory licence
Performance holding back DPM sales in Asia
Experts predict impact of SFC’s suitability clause on PBs
Self-made techies are wealth management’s early adopters
Former DPM head for DBS Private Bank resurfaces
SSGA: Enhancing DPM with SPDR ETFs