Tag: Exclusive
EFG to launch ‘Europe Future Leaders’ mandate in 2019
Deutsche’s Lok Yim wants to fix client onboarding — once and for all
HSBC PB adds desk head and senior director to international markets team
CIO Weekly – August 2018 Week 4
AGDelta to develop digital marketplace for ideas
A transformative journey for Credit Suisse APAC PB under Francesco de Ferrari
UBS GWM’s chief digital officer in Asia exits
EFG to introduce factor-based risk management framework to DPM offering
Demand for US equity funds dominated by thematic strategies
Lombard Odier agrees to provide Mizuho Securities Singapore with WM platform access
Credit Suisse PB to double Singapore market pre-tax income by 2019
AM Heat Map: Equities surpass bonds, dominating fund traffic in Asia
Former BNP Paribas WM China market head to join pure play
Senior fund selector rejoins DBS Private Bank
UBS GWM raises US$100 million for SI mandate in 1H
Citi nabs former UBP head of structured products
China market head exits BNP Paribas Wealth Management
Straight Talk: Shiv Gupta, founder and CEO, Sanctum Wealth Management
Second half private banking client activity “very difficult to predict”: Pictet WM
PBs offering 30-45% wage increase as RM talent war intensifies
Chinese wealth and asset management retrospective: A new era
Standard Chartered PB’s Greater China, North Asia market head to retire
Silver lining for carry trades after a disappointing 1H
UBS’s Kowloon office breaks even two years ahead of schedule
Taiwan market group head exits Credit Suisse PB
Structured products dominate non-traditional indices usage among PBs
Credit Suisse adds four more to Greater China team, including former BNP heavyweight
All quiet on the Eastern front as private banking consolidation slows, but for how long?
DBS poised to launch fund trading function on iWealth
CIMB appoints new Malaysia private banking head
EFG in two-pronged recurring revenue push
IBs aren’t meeting ultras’ demand for prime brokerage services
Should discretionary managers stay invested or boost cash to avoid volatility?
Standard Chartered PB loses an investment advisor
HSBC PB appoints new co-market head of HK
Bank of Singapore hires former IIFL WM director for NRI team
Bank of Singapore’s NRI business maintains momentum after DIFC launch
Expect more core banking system upgrades in Asia: Cognizant
Morgan Stanley PWM Asia raises nearly US$500 million in PE investments in 12 months
Credit Suisse PB’s new head of Australia has “big boots to fill” after Wade passes baton
Rothschild WM to shutter Singapore office
Private banking in the Middle Kingdom: Value-added services get under HNWIs’ skin
HSBC PB hires new regional head of global solutions group
Virtual banking gathers pace in Australia
Schroders WM hires former Rothschild WM Singapore head
IPOs a gateway to setting up family offices