Tag: Featured
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
Evergrande woes spark global market turmoil
Chinese IWM Davids venture overseas, taking on foreign Goliaths
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
