Tag: Exclusive
To stay competitive, PBs need to restrategise HNWI services in Australia
Equity exposure surges as HNWIs trim fixed income positions
Samsung Asset Management enters Asia’s offshore HNWI market with thematic equity portfolios
Next-gen at FOs keener on direct investments in startups: InvestHK
Asian stock pickers prioritise governance in ESG investing
Oakwise Capital’s new FO division eyes US$1.5 billion in AUM from U/HNWIs in three years
CIO Weekly – Featuring Isaac Poole of Oreana
Fixed income component of a 60/40 portfolio no longer a ‘safety net’: Scientific Beta
Lion City emerges as a haven for fixed income investors
Nomura brings in trio for IWM business in Hong Kong
Stay nimble on the rodeo into cyclicals
“You cannot launch in India the same pizza that people eat in Singapore and expect it to be as popular”: Edelweiss WM’s Nitin Jain
HNWIs keen on onshore/offshore combined strategies in China fixed income: HSBC AM
CIO Weekly – Featuring Emil Wolter of Comgest SA
BOCI private bank CEO to depart
Julius Baer’s digi advisory suite “repurposes” advisory process in Asia: Rajesh Manwani
Hong Kong PBs more receptive to clients keeping crypto-asset funds in their accounts
UBS GWM sector head exits
Movers & Shakers – March 2021
CIO Weekly – Featuring Frédérique Carrier of RBC Wealth Management
Fargo Wealth rolls out digital platform “hand-in-hand” with clients
StashAway launches in Hong Kong, keen on gaining HNWI wallet share
Crossbridge Capital’s Singapore CEO exits
CIO Weekly – Featuring Willem Sels of HSBC Private Banking
Guotai Junan to launch fully automated onboarding for WM clients
Commodities, RMB-denominated assets a good hedge against rising volatility: Indosuez’s Davis Hall
VP Bank’s Singapore CEO steps down
Waterfield Advisors packages FoF for domestic FOs, aiming to raise US$100 million
PB-IB collaboration prospers at DB as clients seek post-pandemic investment opportunities
Temenos eyes mass affluent growth in Southeast Asia markets
UBP’s Eric Morin: “Real progress”
CIO Weekly – Featuring Tai Hui of J.P. Morgan Asset Management
Short-duration bonds ahoy as fixed-income markets turn choppy
BNP Paribas WM nabs two from Citi PB
Interplay of funds and structured products best captures thematic opportunities: PBs
Standard Chartered PB launches EAM strategy across four business centres
CIO Weekly – Featuring Thomas Kwan of Harvest Global Investments
In SPACs we trust: Asia’s UHNWIs jump onto the latest fad
UBS GWM China market team head exits
“Barbell” workout pays off for DBS; AUMs linked to strategy muscle up to SGD 4 billion
J.P. Morgan PB’s Kam Shing Kwang: CX=D&I²
Digital strategy is “key success factor” for WMs expanding in GBA: Synpulse
“Change requires agility”: Bank of Singapore’s Raina on its digital transformation during pandemic
CIO Weekly – Featuring Sunil Sharma of Ambit Global Private Client
Pictet PWM hires ex-Morgan Stanley ED in Singapore
DBS Hong Kong replaces private banking COO
