Tag: Exclusive
UBS GWM’s former APAC CDO joins Bahrain-based MFO
CIO Weekly — Featuring Indosuez WM’s Marie Owens Thomsen
Bleak bonuses for private bankers in the offing, a glimmer of hope in salaries
PBs in Asia look to specialist platforms to cope with structured products demand: Numerix
Has the time come to reduce cash holdings?
Investment advisory outlook 2019: Morgan Stanley PWM Asia maintains alternatives focus, looks to launch VC platform
Maybank Private eliminates “territorial” mindset for RMs: Alvin Lee
APAC’s wealth managers should “do what they’re good at” to survive technological disruption: Saxo
UBS GWM shifts fund exposure from ESG leaders to “ESG improvers”
Thematic funds saw significant inflows in 2018 despite dented risk appetite: Morningstar
DBS PB’s DPM business grows 15-50% across SEA: Joseph Poon
Investment advisory outlook 2019: Indosuez seeks income through equities
Julius Baer revamps L&D programme “to cope with aggressive hiring”
Schroders WM acquires IAM Thirdrock’s wealth management arm
New Wealth and Microblink tie-up seeks to usher in eKYC
CIO Weekly – Featuring HSBC PB’s Fan Cheuk Wan
Bank of Singapore adds exposure to Asia and Japan equities
Carret Private pushes into Singapore, hires from Indosuez WM as AUM swells
“If our US equity call changes, momentum could come back”: Morgan Stanley’s Ernest Chan
Banks struggle to implement SFC’s new due diligence requirements
UBS GWM reveals its three-step ESG assessment plan
NRI head exits BNP Paribas WM
HSBC PB appoints former Credit Suisse banker to SEA ISPS team
“Hard and fast” 10% upside for HSI: Morgan Stanley’s Garner
PBs’ demand for thematics is “second to none”: BNY Mellon IM
Sanctum WM unveils Ahmedabad branch amidst onshore expansion
VP Bank names new Asia PB head
CIO Weekly – Featuring Citi PB’s CIO, Steven Wieting
Morgan Stanley PWM confirms new Singapore head of sales
Investment advisory outlook 2019: Julius Baer favours thematic and long/short equity funds
Canopy strikes deals with two more PBs in Asia
Pictet WM sticks with organic growth to meet ambitious Asia targets
Pictet AM’s long/short AUM grows 25%, “fair” amount from Asia PBs
Deutsche Bank WM rejigs top thematic investment ideas
WGC Wealth aims to join India’s top five wealth managers in five years
Retirement income strategies could benefit from robo advice: Quantifeed
Morgan Stanley PWM flexes research muscle, ideas amid Asia expansion
CIO Weekly – Featuring UBS’s global CIO, Mark Haefele
“Many don’t have a clue” about Aberdeen Standard Investments’ private market, RE & FI capabilities
Tech Talk: Manoj Bhojwani, managing director & APAC PB tech head, Credit Suisse
Indosuez’s Masclet gives thumbs up to bank’s performance one year on from CIC integration
Private banks identify sweet spot in HY bonds
Pictet Wealth Management adds veteran NRI banker
Structured and explicit pricing is “becoming essential more than ever”: Simon-Kucher & Partners
Julius Baer’s DPM business sees 10% uptick in client numbers in 2018
Australia’s major banks “dismantling” megabank model amid regulatory pressures