Tag: Featured
Pictet names two new managing partners, bringing total to nine
HSBC PB creates EMEA head role to enhance Asia connectivity
As markets run red, look to Japan: Cédric Le Berre of UBP
Movers & Shakers – May 2021
Fancy riding out the storm of inflation? Pick firms that can pass on rising costs: Pictet WM
CIO Weekly – Featuring Vincent Ee of Schroders Wealth Management
iCapital Network aspires to be “enabler of banks” via B2B-only model
Bull run in global stocks still has legs: Alex Wolf of J.P. Morgan Private Bank
Never to shy away from a bargain, Asian U/HNWIs pile into senior loans: Invesco
Asian FOs’ investment style and cheque size align “just right” with crypto-unicorns: VC founder
Citi Private Bank remains bullish on global equities, EM debt
Holed up in their homes, wealthy Indians load up on private market investments and infrastructure trusts
Timely response is key to serving IAM clients: EFG
Citi PB nabs Asia head of family office advisory from UBP
Private banks brace as China acts to tame runaway currency
May Regulatory Round-up: Next steps in HK, SG mandatory reference check schemes; Minimum global corporate tax could benefit “jurisdictions with substance” such as SG and HK; Banks welcome further clarity on Wealth Connect
More new clients, significant NNA: Deutsche Bank WM reaps the fruits of its onboarding transformation
Hong Kong and Singapore finetune schemes to stop rolling bad apples, yet ambiguities remain
CIO Weekly – Featuring Jack Siu of Credit Suisse
UBP adds trio of senior bankers in Hong Kong amid advisory, discretionary drive
Burst in adoption is behind us, but “digital genie is out of the bottle”: Symphony
Movers & Shakers – April 2021
‘Young’ GBA entrepreneurs drive family office interest in Hong Kong: Susanna Fung of Morgan Stanley
Banks yield to U/HNWI pressure in offering cryptoservices
Taiwan’s new WM rules will spawn more differentiated PB offerings: local banks
As “jurisdictions with substance”, WM hubs such as HK and SG could gain from global minimum corporate tax rate
April Regulatory Round-up: MAS fines J. Safra Sarasin for AML breaches; HKMA praises banks on AML info sharing; Absence of wealth tax in SG is key draw for U/HNWIs
Can WM arms of universal banks do without the one-bank concept?
Elon Musk be damned, Bitcoin detractors allege a Ponzi scheme
From infant milk to booze, Chinese millennials prefer a home brew: Credit Suisse
Pictet Wealth Management’s Asia CIO, DPM head exits
Record number of sustainable funds launched in Asia in 1Q21, topping US$10B mark
When one of the world’s richest cribs about prices, it’s time to listen
Asia private banking AUM per RM trumps global average at major universal banks
CIO Weekly – Featuring Fan Cheuk Wan of HSBC Private Banking
Strong traction for private REITs: HSBC Private Banking
To stay competitive, PBs need to restrategise HNWI services in Australia
Equity exposure surges as HNWIs trim fixed income positions
Samsung Asset Management enters Asia’s offshore HNWI market with thematic equity portfolios
Next-gen at FOs keener on direct investments in startups: InvestHK
Credit Suisse APAC WM posts US$5.4B NNM, US$419B in client business volumes despite group troubles
HSBC launches private market investments to eligible Jade clients
CIO Weekly – Featuring Isaac Poole of Oreana
World’s biggest asset manager is taking time off on relationship with China’s Big Tech
Lion City emerges as a haven for fixed income investors
Stay nimble on the rodeo into cyclicals