Tag: Exclusive
CIO Weekly – Featuring Vincent Ee of Schroders Wealth Management
iCapital Network aspires to be “enabler of banks” via B2B-only model
Bull run in global stocks still has legs: Alex Wolf of J.P. Morgan Private Bank
Never to shy away from a bargain, Asian U/HNWIs pile into senior loans: Invesco
Chinese ETF issuers becoming more prominent in Hong Kong: ChinaAMC
Asian FOs’ investment style and cheque size align “just right” with crypto-unicorns: VC founder
CIO Weekly – Featuring Eli Lee of Bank of Singapore
HSBC Private Banking names ASEAN and Australia market head
With private deals bubbling over, value-add to the investment process matters: Golden Equator
Indosuez Wealth Management’s Omar Shokur: Clients now “more open and willing to engage remotely”
Maybank Private benefits from Greater China wealth inflows into Singapore
Holed up in their homes, wealthy Indians load up on private market investments and infrastructure trusts
Timely response is key to serving IAM clients: EFG
Targetting payouts pays dividends at Aberdeen Standard Investments
CIO Weekly – Featuring Jasmine Duan of RBC Wealth Management
World’s biggest AM that you have never heard of: Real-estate is more than office space
PB rigidity and client expectations drive the growth of independent wealth managers: AIWM (Singapore)
Private banks brace as China acts to tame runaway currency
Alternative investments with tangible ESG themes gaining traction with APAC WM clients: Credit Suisse
Client experience and RM productivity will top PBs’ digital agendas for years to come
More new clients, significant NNA: Deutsche Bank WM reaps the fruits of its onboarding transformation
Deutsche Bank IPB names new global head of DPM
CIO Weekly – Featuring Jack Siu of Credit Suisse
Swimming in your own lane pays dividends: Marie-Louise Jungels of Continuum & Co.
UBP adds trio of senior bankers in Hong Kong amid advisory, discretionary drive
Burst in adoption is behind us, but “digital genie is out of the bottle”: Symphony
When it comes to China, spread your bets: Alex Wolf of J.P. Morgan Private Bank
Movers & Shakers – April 2021
BlackRock names BNY Mellon WM veteran to grow Asia PB and wealth business
‘Young’ GBA entrepreneurs drive family office interest in Hong Kong: Susanna Fung of Morgan Stanley
CIO Weekly – Featuring Arjan de Boer of Indosuez Wealth Management
Majority of ESG flows coming from PB DPM channel: Federated Hermes
DBS appoints regional head of investment product & advisory for WM
Banks yield to U/HNWI pressure in offering cryptoservices
Taiwan’s new WM rules will spawn more differentiated PB offerings: local banks
CIO Weekly – Featuring Norman Villamin of Union Bancaire Privée
Green fixed deposits offer PB clients an entry point into ESG framework of Deutsche Bank IPB
Stronger ESG focus, rotation into equities push SI flows: BNP Paribas AM
Can WM arms of universal banks do without the one-bank concept?
Elon Musk be damned, Bitcoin detractors allege a Ponzi scheme
EVs are just “tip of the iceberg”: PE manager GLy on new mobility theme
CIO Weekly – Featuring Adrian Zuercher of UBS Global Wealth Management
Pictet Wealth Management’s Asia CIO, DPM head exits
When one of the world’s richest cribs about prices, it’s time to listen
Asia private banking AUM per RM trumps global average at major universal banks
Want to rent shovels to cryptogold diggers? This German startup claims it can
