Tag: Featured
Marital and pre-IPO trust planning gains traction among HNWIs: UBS’s Lum Wai Soon
Movers & Shakers – September 2020
Is ‘TINA’ causing a frothy fixed-income market?
China’s integration of QFII and RQFII “another milestone”: UBS’s Fang
HNWIs likely to lean towards three fund types over next 18 months: Ninety One’s Cappetta
Julius Baer aims to strike a balance with new comp model
CIO Weekly – Featuring Global CIO Office’s Gary Dugan
FinCEN leak sheds light on overloaded financial intelligence units
StanChart PB picks new COO from Citi
Don’t read too much in rebound of US dealmaking: StanChart
DBS iWealth adds smart trigger function to anticipate clients’ investment needs
Onshore business status update — How global PBs envision the China growth story
Asian HY bond fund demand returns as cash is being deployed: BlackRock
CIO Weekly – Featuring HSBC Private Banking’s James Cheo
Temenos core banking software now available on Alibaba Cloud
HSBC PB uses innovative “Mind Matters” campaign to draw NGOs and clients together
Singapore accountability regime possibly more “operational heavy” than Hong Kong
Renewed interest in shorter-duration credit strategies sparked by inflation concerns: Principal
Business owners in distress favour WM over corporate lending
Relevant data analytics allow RMs to personalise and expand client coverage
CIO Weekly – Featuring RBC Wealth Management’s Toh Tat Wai
UBS makes sustainable investments “preferred solution” for clients; SI penetration jumps 50%
Digitalisation has made wealth management more tangible: CreditEase’s Tang
In meeting emerging Asia’s financing needs, private funds may be better than bank loans
Kotak Wealth Management’s Das plans business, strategy “reinvention” amid industry flux
Julius Baer sees double digit growth in DPM assets and launches two mandates
Regulatory push drives Chinese HNWIs away from private markets: Noah
“Historic” Fed framework shift adds fuel to Morgan Stanley chief economist Ahya’s inflation thesis
Redomicile options, tax exemptions still on the way after Limited Fund Partnership launch
Pictet Wealth Management’s Alex Ng: “I love a challenge, I love to build”
SCB Julius Baer sees strong DPM uptake, sets sights on 10% market share
New HK AoF report proposes risk mitigation strategies for banks adopting AI
Haitong International PWM AUM crosses HK$100bn mark
GBA project gives momentum to Allfunds’ Hong Kong push
HSBC GAM’s second Vision fund rakes in US$250m
DBS’s barbell portfolio gathers consistent inflows this year despite market volatility
PB interest picks up as real assets become the next place for income: J.P. Morgan AM
Potential clash between US sanctions and National Security Law puts HK banks in delicate position
BMO PB’s former Asia investments head to replace BEA veteran
Fidelity International scores straight A+ grades in PRI assessment
Chinese HNWIs abandoning third-party WM firms in favour of banks: BoCom’s Xu Meng
Rising awareness of ESG factors signals the maturing of China’s capital market: Noah
‘Significant enhancements’ planned for Credit Suisse’s Thai onshore wealth platform
EFG appoints new Southeast Asia head of advisory
DBS launches bond trading platform for WM clients in Indonesia amid local bond rally
Resilient showing for HSBC’s Asia PB amid difficult six months for bank
