Tag: Exclusive
Julius Baer revises timeline for IT platform revamp in Asia
Asia’s private banks divided on US dollar outlook
Credit Suisse Private Banking adds senior specialist to family office team
CITIC’s private banking operations to remain under retail division for now
“More than half” of CITIC’s PB branches in China launched DPM services over past three months
Transamerica Life Bermuda developing retirement insurance product to plug “major gap” in HNW market
Only 6% of IAMs in Asia do not allocate funds to third party active managers
Private banks debate the use of e-signatures in KYC process
Citi’s Paul Hodes on how Citigold Private Client is taking notes from the private bank
HNWIs with less than US$5m are being priced out of the trusts market, says BoS’ wealth planning head
IAMs’ allocations to alternatives are double those of PBs in Hong Kong
India’s wealth management industry poised to evolve “from pure product-led distribution”
UBS’ Joe Stadler: “We’ve outperformed”
IAMs and private banks must share client due diligence responsibilities, say intermediaries at PBs
Two-thirds of private banks in Asia are implementing or considering smart beta in their DPM portfolios
LGT’s Henri Leimer: “I was in favour of the acquisition”
Vietnam’s burgeoning HNW population will become more sophisticated “when the property bull market ends”
CMB’s private banking unit in Singapore seeks acquisitions, partnerships
Deutsche Bank WM’s Lok Yim: “We’ve turned the corner”
UBP’s DPM assets in Asia grow 35% YoY following Coutts takeover
Former UBS WM Southeast Asia desk head resurfaces
Survey: 38% of PBs say clients favour discretionary mandates geared towards growth, suggesting improved risk appetite
Hong Kong’s HNW life insurance market sees “especially steep” competition as new entrants emerge, says CEO
Francesco de Ferrari: Credit Suisse PB’s new digital advisory platform is a “stepping stone from transactional to DPM”
UBS WM is creating dedicated teams of client advisor assistants in Asia “to raise productivity”
Wealthy Asian investors to shift from US to European equities?
Bank of Communications loses HK-based private banking GM
Former J.P. Morgan PB Asia equities head set to resurface
CMBC to grow its private banking unit in Hong Kong with launch of new centre
LGT’s Asia head of IT to relocate
India’s boutique wealth managers cannot build scale through banking tie-ups, says IIFL Wealth co-founder
AM Heat Map: Wealthy Asian investors focusing on technology funds
Indosuez Wealth Management to buy CIC’s private banking business in HK and SG
Values, culture and wisdom key to family succession planning
EFG adds co-head of private bank [updated]
Tax scrutiny will “level the playing field” to the benefit of Asian private banks
Ashmore raises US$400 million for fixed maturity EM bond strategy from PBs
LGT hires two senior bankers
Robotics fund demand remains strong amongst Asian HNWIs
UBS WM to address “client inconvenience and RM risk” with new tech tie-up
Former StanChart NRI banker to resurface at French private bank in Hong Kong: updated
Hiring more RMs is not enough to compete over the long term, say tech providers
Changes to tax landscape more extreme “than any period in history”, says tax specialist
Exec exits, DBS deal to have “no impact” on ANZ’s institutional business in Taiwan
