Tag: Featured
Tightening AML rules take a toll on client onboarding at private banks
Hong Kong’s financial hub status is bullet-proof until the RMB is fully convertible: John Woods of Credit Suisse
Credit Suisse’s North Asia PB head to retire in regional reshuffle
Asian HNWIs more attuned to inequality after COVID-19: Diana Robinson of J.P. Morgan
Why private banks aren’t panicking over inflation
October Regulatory Round-up: Ambiguity remains after GBA WM Connect launch; PWM firms spend most reg resources on suitability compliance; Hong Kong eyes tax concessions to boost FO appeal
Bridging gap with offshore rivals through greater synergies of group resources: Cathay United Bank of Taiwan
Digitalisation appeals to the new breed of HNWI clients: Maggie Ng, Hong Kong head of HSBC WPB
Credit Suisse signs deal to refer prime brokerage clients to BNP Paribas
Regulatory “cocoon” and China crackdown may hit Hong Kong’s prospects as crypto-trading hub
NAB Private Wealth pledges to drive deeper integration across bank
Hong Kong’s SPAC framework may be a challenge for family offices: Citi
Movers & Shakers – October 2021
CMB private banking chief says lender must embrace one-bank model to lure clients
Julius Baer appoints head of wealth planning and family office services for Singapore
As Asian families migrate and become more global, trusts gain in importance
CIO Weekly — The downside/upside trade-off in China HY: Alexandre Tavazzi of Pictet WM
Deep local knowledge gives us edge over foreign rivals: BDO PB’s Albert Yeo
Stock market optimism among APAC investors falls: UBS
BNP Paribas WM’s new FMP a hit with investors in risk-off mode
Exiting J. Safra Sarasin Singapore CEO to join StanChart PB
CIO Weekly – Healthcare high on agenda of impact investors: Lachlan Towart of UBS GWM
Singapore’s WMI to double capacity in city’s latest family office push
COVID-19 prompts region’s wealthy to focus more on ‘S’ in ESG
More female executive role models needed to promote diversity: May Tan
Pictet WM appoints Asia CIO
GBA Wealth Management Connect raises questions over cross-border marketing
Investors advised to buckle up with Delta variant set to hit global growth
Over-communication in challenging times boosts mental health of team: Katherine Li of Deutsche Bank
Evergrande pain hurts more Chinese property developers
“Common prosperity” can’t be achieved at the cost of precipitating a financial crisis: John Woods of Credit Suisse
CIO Weekly: Can’t stomach China’s volatility? Cut your losses — Alice Tan of Maybank
Bahren Shaari on succession at BoS: Our business is not defined by personality
India’s U/HNWIs should diversify away from large caps: StanChart PB
“People, technology, regulations” are top concerns: Vincent Chui of Morgan Stanley
Need another reason to invest in ESG? Try income
Despite clarifications, most PWM firms deem Professional Investor rules complex: PWM Report 2021
CIO Weekly — Corporate margins may be under pressure through Christmas: César Perez Ruiz of Pictet WM
U/HNW clients need an “institutional investor mindset”: Lighthouse Canton
Next chapter of WM lending will start with PB/IB interplay: private banks
Want to increase profits? Promote women: Credit Suisse
Regulatory uncertainty calls for flexibility and diversification in pre-IPO planning
Caught between a rock and a hard place? Seek Asian high-yield: Hou Wey Fook of DBS
Evergrande won’t be China’s “Lehman moment“: Tai Hui of JPMAM
CIO Weekly – Beijing’s regulatory reset will continue to be an overhang: Toh Tat Wai of RBC WM
Tech consultancy Synpulse urges PBs to modernise DPM offering
