Tag: Exclusive
Why did CS launch its ‘Supertrends’ mandate using AMCs? “The streets were too slow”
HK PBs take stock of online trading offerings as regulatory changes loom
Quantifeed turns eyes to behavioural analytics after raising US$10 million from Cathay Financial Holdings, Legg Mason
AMC-based DPM solutions create market for performance fees
OCBC’s China WM move could provide slipstream for BoS
Only 18% of WMs have digital interaction models to support RMs: Orbium
Credit Suisse’s Strobaek: Biggest mistake fixed income investors have made is being “chronically short duration”
Passing on social values more important than wealth for HK’s HNW females
BoCom PB eyes major push into family trust business ahead of China’s estate tax rollout
Asia’s WMs disagree over India’s equity market
UBP adds senior RM to cover China markets
Nobody in bond markets today has ever worked through a bear market: Julius Baer
CMB PB: AI cannot displace the human bond
50% of robo-advisors surveyed did not pass ‘portfolio construction maturity’ test
Hedge funds vs liquid alts: the PB debate continues
Indosuez Wealth Management’s Asia commercial head exits after 13 years
BNP Paribas WM loses senior NRI banker
With Canopy, Credit Suisse cedes control to gain control
Deutsche Bank WM eyes ESG DPM launch in Asia
Avaloq and IBM to build “Swiss Banking Cloud”
Asian HNWIs buy FCN variations as correction fears persist
Public markets, debt securities may be key for impact investing to go mainstream: Credit Suisse’s Fung
Investors must “suffer much more pain” before markets see real liquid alts flow: Aviva
Julius Baer loses HK head of fund specialists
BMO Private Bank hires former EFG MD
At 1-2% of active assets, don’t discount the cost of running a family office: Citi PB
More transparency needed to rebuild investor trust in HK FIs: Charles Schwab
HSBC Private Banking hires new regional alts head
BoCom first among state banks to set up AM subsidiary with RMB 8b of capital
Information, not performance deficit, hindering sustainable investing in Asia: StanChart
Bank of Singapore loses a regional head of IC
With volatility back, UBS GWM’s Asia AUM in hedge funds surges
Young money driving thematic equity strategies at Asian PBs, says Jupiter
ICBC PB gets new business head
EM demand for simple private banking apps “not fully tapped”: New Wealth
Are Asia’s IAMs ready for take-off?
PB COOs say innovation progress “on par” with rivals but lags tech giants
Fine wines may outperform but are unlikely to become major alt investments
DBS sees “encouraging” flows into SRI strategies
Asian WM, AM house views on global markets diverge
Demand for private debt not fulfilled due to “overregulation”
BNP Paribas Wealth Management capitalises on thematic equity appetite with M&A-focused discretionary mandate in Asia
One third of Asia’s wealth, asset managers doubt trailer fee ban
J. Safra Sarasin adds equity exposure to TAA despite rising volatility
Noah’s Vancouver, Melbourne outposts “set to make strong contributions” in 2018 results
Crossbridge aims to forge B2B partnership for digital platform
