Tag: Exclusive
Digital PE platform Moonfare eyes partnerships with Asia private banks, MFOs
Movers & Shakers – June 2020
Only half of HK’s affluent seek regular financial advice: HSBC FinFit Survey
Julius Baer raises US$867m for FMP fund
China’s IWMs eager to rejig models from “selling” to “serving” in the next decade
BNP Paribas WM loses Asia head of structured products
CIO Weekly – Featuring RBC WM’s Tam Chun Him
COVID-19 and Hong Kong uncertainty push HNWIs to settle wealth planning issues: BMO PB
UBS’s Jansen Phee identifies three fund opportunities in this volatile climate
Real asset funds gaining momentum as HNWIs search for new income sources: Legg Mason
CIO Weekly – Featuring UBS GWM’s Timothy Tay
Bank of Singapore names UBS veteran as Van de Walle’s successor
DBWM launches ETF mandates in Asia, receives “encouraging responses”
CIO Weekly – Featuring Indosuez’s Arjan de Boer
Bank of Singapore doubles down on global investors, family offices with new platform
FOs play key role in professionalising succession planning: Golden Equator Wealth
Bank of Singapore’s Van de Walle to join StanChart
Movers & Shakers – May 2020
Yield generation by unconstrained income funds “not yet exhausted”: Credit Suisse Private Banking
CIO Weekly – Featuring the Global CIO Office’s Johan Jooste
India’s Waterfield to capture domestic capital with FoF structure and develop offshore capabilities
Bordier’s Vietnam project offers template for future onshore collaborations
Half of Hong Kong PBs still incapable of compliant IM communications
Citi Private Bank adds senior VP to investment management team as IM director exits
Global equity and Asia HY gain, as clients add risk: HSBC PB’s Virginia Devereux Wong
Deutsche Bank WM SEA head to retire, will be succeeded by ex-HSBC PB Singapore head
UBS’s Amy Lo and August Hatecke: “Great chemistry, successful revamp”
CIO Weekly – Featuring EFG Bank’s Simon Godfrey
HSBC PB picks former Deutsche WM products head as new global head of products, investments, collaboration
Beyond next-gen programmes: How PBs appeal to the up and coming HNWIs
Now is a “decent entry point” for credit investors: Indosuez WM, Vontobel AM
HNWIs and FOs are testing the crypto asset water through an index fund: Stack
Credit Suisse’s Benjamin Cavalli and Morgan Stanley’s Vincent Chui on the art of integrated banking
China funds gaining in a diversified HNW portfolio
COVID-19 is “massive wake-up call” for wealth planning HNWIs: Lombard Odier’s Wong
Opportunities still abound for FMPs despite rising default risks
With proper client segmentation, customisation is as profitable as other business lines
CIO Weekly – Featuring BNP Paribas WM’s Prashant Bhayani
PB CEOs optimistic about growth of ESG investment in Asia after COVID-19
Hywin Wealth faces investor ire as return on PE fund disappoints
Asset stickiness and new launches drive ESG fund inflows this year: Morningstar
Credit Suisse loses South Asia IC veteran
Pandemic drives PB demand for digital solutions to maintain business as usual
Sanctioned securities a growing concern in data management at PBs: SIX
CIO Weekly – Featuring Puxin’s Guan Huanyu
Canopy data reveals reversal of fortune for 2019’s top performing investors
