Tag: Exclusive
CIO Weekly – Featuring Credit Suisse’s Michael Strobaek
Switch back to defensive equities and tap unexplored sectors for yield, PBs advise
PBs are increasingly blurring the line between active and passive investments with ESG ETFs gaining traction
Oliver Wyman on how Korean WMs can improve their corporate conduct and culture
Movers & Shakers – February 2020
CIO Weekly – Featuring Indosuez WM’s Arjan de Boer
BNPP WM eyes equity-linked structured products for 2020, arguing ‘there’s no alternative’
BNP Paribas WM’s Arnaud Tellier: “This is not a case of stop-and-go, we want to accelerate growth”
Gold, FX seen by PBs as most effective hedges against risk in 1Q20
UBS rolls out customised ESG flat fee mandate following SI DPM success
CIO Weekly – Featuring Global CIO Office’s Gary Dugan
Purely digital WM platform best in serving HNW clients: Swapnil Mishra, Kristal.AI
PB clients take risk-on approach in search for yield
Deutsche Bank WM’s DPM grows 60% in assets, with more cross selling
Ex-CEO of BNP Paribas Indonesia joins Singapore IAM
Morgan Stanley PWM launches research-driven thematic equity mandate
Ongoing “decent” transactions show that COVID-19 has not dented Asia’s HNWIs’ risk appetite: Asian WMs
CIO Weekly – Featuring Bank of Singapore’s Eli Lee
BNP Paribas WM: Time to look at multi-asset mandates with total return focus
Deutsche Bank WM reduces allocation to Europe equities and EM bonds
Private market information asymmetry creates business opportunities for PBs: Pictet
ESG assessment a key requirement for investing in EM FMPs: ASI
BNP Paribas WM loses two senior RMs
CIO Weekly – Featuring Noah Holdings’ William Ma
HNWIs most affected by abolition of India’s dividend distribution tax
Morgan Stanley PWM’s Chui focused on lending in 2020, will offer ‘rational’ leverage for hedge fund investments
Look beyond return enhancement in alts to mitigate risk, urges JPMAM
Movers & Shakers – January 2020
CIO Weekly – Featuring DBS Bank’s Hou Wey Fook
Noah shifts focus from offshore expansion to streamlining global operations: Steve Zeng
CIO Weekly – Featuring Credit Suisse PB’s Suresh Tantia
Stage increasingly set for a recovery in mid-2020: Bank of Singapore’s Eli Lee
Pictet WM strengthens Greater China bench with heavyweight hire
Alvin Lee: 2020 is critical for Maybank Private growth
CIO Weekly – Featuring UBS GWM’s Crystal Zhao
UBS names sector heads, reorganises Asia leadership in major WM redesign
Credit Suisse PB achieves “record levels” of managed solutions penetration
In digitalisation, family offices keenest on internal efficiency gains: ESSEC & Canopy
Bank of Singapore loses fund selector
CIO Weekly – Featuring HSBC PB’s Patrick Ho
UBS GWM revamp to have ‘insignificant’ impact on Asia headcount
Deutsche Bank WM hires new market head for North Asia with focus on China
SCB Julius Baer appoints Thai wealth veteran as new chief executive
Transamerica Life Bermuda hones HNW products
Citi PB promotes three to spearhead offshore Mainland China business
Key technology trends in 2019
