Tag: Exclusive
BNP Paribas WM’s Royston Low: Signs point to bumper PE vintage
Veteran Greater China banker leaves Julius Baer
Platform, hiring, tech will underpin PB growth: Standard Chartered’s Cedric Lizin
Braving the storm (Part 2): PBs share success in digital advisory during pandemic
HSBC PB loses two heads of investment
Fenergo to offer remote account opening solutions for APAC FIs
Asian HNW families seek independent operating model to manage their wealth
CIO Weekly – Featuring CreditEase’s Li Lin
AUM per RM up thanks to strategic hiring and greater digitalisation
As volatility continues, mass affluent start embracing the idea of liquid alts: JPM AM
Braving the storm (Part 1): Digitally-enabled PBs earn clients’ trust in COVID-19 pandemic
Key to successful investing lies in incremental accumulation of risk: Credit Suisse’s John Woods
BNP Paribas WM launches AMC-based mandate with reduced ticket size
RBC Wealth Management’s Terence Chow: “My mission is to amplify our story and execute our growth plan”
UBP adds three senior RMs in Hong Kong as headcount surges 30% in 12 months
Two senior resignations in Thai PB industry
DB’s Tan Wei Mei: ETF mandates wise way for investors to stay invested at this juncture
CIO Weekly – Featuring Pictet WM’s Evelyn Yeo
“We are creating a marketplace for FIs to accelerate their business”: Symphony
DBS sees attractive equity entry point following US$1.4B fundraise for non-directional SPs
HSBC PB’s Singapore market head resigns
CIO Weekly – Featuring UBS GWM’s Hartmut Issel
UBP nabs North Asia advisory head from Standard Chartered
Enhanced risk analysis tool helps clients optimise portfolio: HSBC’s Abouzahr
Bank of Singapore’s global head of products resigns
COVID-19 piles pressure on PBs to digitalise — without losing human touch
Surge in demand for Open Trading in traditional bond market as liquidity tightens
Noah to expand mutual funds offering to complement its alts-dominated platform: Oscar Liu
CIO Weekly – Featuring the Global CIO Office’s Rainer Michael Preiss
Goldman Sachs appoints PWM region head of Southeast Asia and Australia
Coronavirus outbreak exposes gaps in business continuity plans at private banks
Avaloq’s Asia head: We’ve moved away from ‘monolithic core engines’ to open technology, customisation, personalisation
Movers & Shakers – March 2020
CIO Weekly – Featuring HSBC PB’s Patrick Ho
Noah WM optimistic in the face of COVID-19 as it continues shift to online sales of standardised products
Building long-only risk in DPM will soon make sense: UBP’s Paras Gupta
EFG zeroes in on Hong Kong IAM segment with new team and “expert-to-expert” support model
PB distribution strategy hasn’t changed despite COVID-19: Fidelity’s Johann Santer
CIO Weekly – Featuring Raffles Family Office’s Derek Loh
UBP names ex-BoS platform expert as new Singapore COO
DBS’s Joseph Poon: Market neutral and managed solutions gaining despite COVID-19 fears
PE firms burdened by wider demand for more information: Vistra
CIO Weekly – Featuring DBS’s Hou Wey Fook
UBS GWM’s structured product business goes from “average” to triple-digit growth
JB’s Donald Rice: Move to private debt and avoid ‘muddy water’ in traditional bonds
PBs positive on healthcare and SI themes for 1H20, keen on more NextGen themes