Tag: Exclusive
DBS’s barbell portfolio gathers consistent inflows this year despite market volatility
Family office wealth more spread between Asia’s two hubs than before: UBP
Guotai Junan vows to be EAM business pioneer among Chinese WMs
CIO Weekly – Featuring UBS GWM’s Adrian Zuercher
Client acquisition remains focus even during COVID-19: StanChart PB India’s Rajoria
Potential clash between US sanctions and National Security Law puts HK banks in delicate position
BMO PB’s former Asia investments head to replace BEA veteran
Chinese HNWIs abandoning third-party WM firms in favour of banks: BoCom’s Xu Meng
CIO Weekly – Featuring Deutsche Bank WM’s Tuan Huynh
July Regulatory Round-up: HKMA reassures market on NSL, eases compliance measures; MAS proposes omnibus act to address financial risks
Rising awareness of ESG factors signals the maturing of China’s capital market: Noah
‘Significant enhancements’ planned for Credit Suisse’s Thai onshore wealth platform
COVID-19 whets appetite of Asian entrepreneurs for private assets: BNP Paribas WM
EFG appoints new Southeast Asia head of advisory
DBS launches bond trading platform for WM clients in Indonesia amid local bond rally
Movers & Shakers – July 2020
China A-share fund inflows “surprisingly strong” thanks to tactical allocation
SCB Julius Baer names investment advisory and solutions head
Fintechs are shifting from direct product offering to selling expertise to banks: Temenos
Too many so-called advisors have limited experience and qualifications: India’s Credence FO
CIO Weekly – Featuring Pictet Wealth Management’s Evelyn Yeo
Symphony’s new CCO shares his vision for collaboration tech
Chinese expats need to understand their global income tax obligations: tax experts
BMO PB’s Asia investment head exits
India’s Validus Wealth: Our first port of call during COVID-19 is increased client engagement
Objective methodology needs to be in place for ESG investing: UBP
CIO Weekly – Featuring HSBC PB’s Fan Cheuk Wan
COVID-19 is accelerating major business changes at PBs
Bank of Singapore’s Phukan hails team for platform launch under “immense pressure”
Sustainable multi-asset portfolio one of the fastest growing investment solutions: UBS
CIO Weekly – Featuring BNP Paribas WM’s Prashant Bhayani
The fee-based advisory model is here to stay: Singh of Avendus
Deliver consistent advice over a long period, not just when problems hit: Sanctum WM
UBS raises US$350 million for an FMP in Asia
New paper illustrates government’s eagerness to promote Hong Kong as a WM hub
Ambit focuses on building a vertical ecosystem for wealth clients in India
Pictet nets new Asia treasurer from Morgan Stanley
HSBC PB alts team explores opportunities in tech as more companies stay private
CIO Weekly – Featuring DBS’s Hou Wey Fook
When clients are encountering losses, advisors need to feel that pain too: India’s Alpha Capital
J. Safra Sarasin loses MD for client advisory
Pandemic makes China HNWIs consolidate PB relationships
Thematic funds gain on the back of their use by HNWIs to capture market rally: PBs and AMs
Credit Suisse nabs Indonesia team head from Julius Baer
Asian HNW appetite for ABS increases as feeder funds gain
Greater emphasis on connectivity, usability and going paperless: the APB AppMap 2020 update
