Tag: Exclusive
Ability to offer full-service advice onshore key to success of Wealth Connect in GBA
Integration and regionalisation to build a more efficient business: StanChart’s Van de Walle and CS’ Cavalli
ESG and FMP themes intertwine perfectly in the current context: BNP Paribas AM
CIO Weekly – Featuring Pictet Wealth Management’s Evelyn Yeo
Many “cardinal rules” in private banking no longer apply in the wake of COVID-19
Investors seek refuge in Chinese debt as global yields wilt
Bank J. Safra Sarasin loses two senior bankers
CIO Weekly – Featuring UBP’s CIO WM Norman Villamin
Time when investors had the luxury to ‘buy and hold’ has gone
Marital and pre-IPO trust planning gains traction among HNWIs: UBS’s Lum Wai Soon
Movers & Shakers – September 2020
Is ‘TINA’ causing a frothy fixed-income market?
J. Safra Sarasin loses head of client advisory for North Asia
HNWIs likely to lean towards three fund types over next 18 months: Ninety One’s Cappetta
CIO Weekly – Featuring Global CIO Office’s Gary Dugan
J. Safra Sarasin hires managing director from HSBC PB
StanChart PB picks new COO from Citi
Onshore business status update — How global PBs envision the China growth story
Asian HY bond fund demand returns as cash is being deployed: BlackRock
CIO Weekly – Featuring HSBC Private Banking’s James Cheo
HSBC PB uses innovative “Mind Matters” campaign to draw NGOs and clients together
Renewed interest in shorter-duration credit strategies sparked by inflation concerns: Principal
Rapid development of AM in China paves way for WM’s investment advisory business
Business owners in distress favour WM over corporate lending
Relevant data analytics allow RMs to personalise and expand client coverage
BoS’s IAM clients double in number this year thanks to “platform approach”
CIO Weekly – Featuring RBC Wealth Management’s Toh Tat Wai
UBS makes sustainable investments “preferred solution” for clients; SI penetration jumps 50%
Digitalisation has made wealth management more tangible: CreditEase’s Tang
In meeting emerging Asia’s financing needs, private funds may be better than bank loans
Kotak Wealth Management’s Das plans business, strategy “reinvention” amid industry flux
Julius Baer sees double digit growth in DPM assets and launches two mandates
Regulatory push drives Chinese HNWIs away from private markets: Noah
Singapore and SEA sales head at Legg Mason becomes retail sales head at Franklin Templeton
CIO Weekly – Featuring Credit Suisse’s Suresh Tantia
WM consolidation in India is “tip of the iceberg”: IIFL Wealth
“Historic” Fed framework shift adds fuel to Morgan Stanley chief economist Ahya’s inflation thesis
Julius Baer hires two RMs from BNP Paribas WM
Capital Group: For AMs to successfully promote equity funds, new economy is the place
Pictet Wealth Management’s Alex Ng: “I love a challenge, I love to build”
Movers & Shakers – August 2020
CIO Weekly – Featuring EFG Bank’s Simon Godfrey
BNP Paribas WM hires director from Deutsche Bank WM
SCB Julius Baer sees strong DPM uptake, sets sights on 10% market share
Pandemic fuels Ping An Bank’s online business with increased AI adoption
GBA project gives momentum to Allfunds’ Hong Kong push
