Tag: Exclusive
Julius Baer confirms new batch of ex-UBS Greater China bankers
Private client demand for index investing becoming more “creative and active”
Fixed income fund assets converge on unconstrained managers
Carret Private takes banker duo from EFG
Wine demand among Asia’s HNWIs shifts from consumption- to investment-led
UBS GWM launches asset allocation strategy for China’s onshore investors
Foreign banks capitalise on India’s wholesale asset allocation shift onshore
LGT’s ex-ABN banker population in HK has almost halved amid strong business momentum
China faces bigger risk than trade tensions: Pictet WM’s Gaud
Credit Suisse PB eyeing US real estate and secondaries for APAC clients
BNPP WM “playing to win but ready to fail” with digi strategy, says co-CEO Lecomte
Ping An Bank hires number two to oversee transformation for RMB 933b of WMPs
Mason mulling over HK, SG for Raiffeisen expansion in Asia
“Take some money off the table”: DBS’s Hou
UBS GWM nets former Bank of Singapore Indonesia market head
IIFL Wealth gears up for post-raise expansion
Centrum Wealth Management pursues partnerships, tier-two cities
UBS’s development impact bond exceeds impact targets with Educate Girls
Ambit Private Wealth wants to ‘demystify’ investments for ‘Smart Indians’
Edelweiss’s Kapoor: “Wealth management in India is going mainstream”
Morgan Stanley PWM hires three for Asia investment management services team
Kotak Mahindra talks up its wealth management roots as competition intensifies
Waterfield Advisors forges ahead with advisory-only model
VP Bank urges investors to reduce cyclical risks
Vontobel Wealth Management appoints new Asia COO
Asia’s private banks say “stay the course, trust the fundamentals”
Trio of senior Greater China hires for Credit Suisse PB
Flexible bonds, outliers attract inflows amid reversal in FI momentum
JB’s Cappetta: Equity strategies dominate top fund inflows in H1
China Industrial Bank launches Hong Kong PB business
Robeco MD and head of GFI exits
Credit Suisse secures more than EUR 400m from APAC PB clients for European real estate fund
DB WM sees “strong interest” in European equity mandate from Asia’s wealthy
20-year UBS managing director exits
Profit-taking “not a good idea” despite looming tariffs: UBS GWM’s Hu
Fintech accelerators evolve to meet banks’ demands: InvestHK
Minsheng board passes motion to set up AM subsidiary
SCBAM’s CEO resigns for family office, CFO role at Gulf Energy
CFA Institute looking to increase APAC case studies
BNP Paribas WM nets new MD for Greater China business
PBs’ greater allocation to passive funds won’t threaten active fund managers
DBS collaborates with two risk and compliance fintech firms
No hesitation when moving from traditional to digital wealth manager: Indian HNWIs
EFG in Asia leadership revamp
Banks need to wait before they see benefits of AI and machine learning
StanChart WM HK head of fixed income exits