Tag: Featured
Credit Suisse rejigs APAC deals team to profit from U/HNWI interest
DBS PB’s in-house products reach S$10 billion AUM, Barbell Income Fund tops chart
To avoid ‘data swamps’, PBs must keep client data fresh and reduce silos
China’s markets poised for a windfall: Mark Matthews of Julius Baer
Bracing for a market correction? Arjan de Boer of Indosuez WM says he has you covered
GBA Wealth Management Connect scheme to launch in “execution-only” model
Synergising tangible relationships with data analytics will be key to success for PBs: COOLC
Credit Suisse appoints compliance chief, pays more liquidation proceeds in Greensill saga
Fintech allows wealth managers to apply “client segment arbitrage”
State Street to buy Brown Brothers Harriman for US$3.5 billion
HSBC PB renames market heads for Singapore and Malaysia as senior desk heads
Nomura IWM’s Raju on business strategy, talent-grooming, and one-bank push
Movers & Shakers – August 2021
Offshore investible wealth takes up 30% of Chinese HNWI portfolios: Datang Wealth
August Regulatory Round-up: SFC fines UBS over multiple reg breaches; HK and SG regulators promote use of AML regtech; China strikes balance between inclusive growth and foreign investment
No major surprises expected at Jackson Hole Fed gathering
Altive partners with Carlyle to offer feeder fund, opens office in Hong Kong and Sydney
Hyper-personalisation is “the greatest opportunity ahead” for the WM industry: InvestCloud
UBS My Way AUM crosses US$1B in APAC as the bank rolls out My Flex for savvy clients
Markets have fallen to a point where we are getting paid fairly for the risk: Manpreet Gill of StanChart WM
Haitong International unveils GFO unit, stepping up PWM platform upgrade
Bank of Singapore’s Hong Kong CEO exits
The Capital Company completes merger, eyes wealthy families with US ties
Julius Baer appoints new Singapore-based deputy group head Greater China
Blackstone wants to bring alternative investments to the mass affluent in Asia
Behind Nomura’s rush to jump on the wealth management bandwagon
Nomura IWM hires raft of RMs and ICs, aims to triple AUM in medium term
StanChart 1H21 pretax profit up 37% to US$2.7B, with record performance in WM
HSBC 1H21 wealth business sees strong growth in Asia, with client base expanding 7% and revenue up 26% YoY
Foreign banks still beat domestic India peers in RM productivity
Movers & Shakers – July 2021
CIO Weekly – Risk assets still supported by above-trend growth: Alice Tan of Maybank Singapore
The potential conflict of interest that sets IAMs and MFOs apart
Fed to remain dovish on inflation, with QE tapering “months away”: Pictet WM and BoS
FOAHK upbeat about WM growth in North Asia, appoints new independent board of advisors
BOCHK’s first-ever recovery fund shores up AUM on the PB investment platform
Hong Kong PB and private WM business AUM grew by 25% in 2020: SFC survey
ESG rating does not dictate impact investing decisions: UBP
UBS Hong Kong veteran to take up new role in Zurich
UBS installs co-leadership for APAC CIO organisation
Client migration is key to growth at CPBB: Samir Subberwal of Standard Chartered
Stay invested in Chinese assets: Homin Lee of Lombard Odier
Indosuez appoints senior HSBC PB banker as head of North Asia market and strategic partnerships
Stars align for prodigal return of US-listed Chinese firms: Tai Hui of J.P. Morgan AM
Allocation to own businesses prevails in Asian entrepreneurs’ portfolios: BNP Paribas
Members-only exchange wants to make alts more accessible, from PE to digital whisky
