Tag: Featured
UBS GWM CIO: “Reopening story to be key driver of markets in 2H
BMO PB’s Asia investment head exits
Three out of four HNWIs in Asia will adjust their portfolio based on US election result: UBS GWM
CIO Weekly – Featuring HSBC PB’s Fan Cheuk Wan
China A-share rally will be sustained in spite of continued volatility: Credit Suisse
UBS has “higher conviction” to achieve three-year goals despite pandemic: CEO Sergio Ermotti
SFC reassures NSL won’t affect hedging and short selling in Hong Kong
Bank of Singapore’s Phukan hails team for platform launch under “immense pressure”
Deliver consistent advice over a long period, not just when problems hit: Sanctum WM
Ambit focuses on building a vertical ecosystem for wealth clients in India
HSBC PB alts team explores opportunities in tech as more companies stay private
When clients are encountering losses, advisors need to feel that pain too: India’s Alpha Capital
Pandemic makes China HNWIs consolidate PB relationships
Thematic funds gain on the back of their use by HNWIs to capture market rally: PBs and AMs
UBS GWM hires UHNW market head in Taiwan
Greater emphasis on connectivity, usability and going paperless: the APB AppMap 2020 update
ESG investing will develop into a mainstream investment approach: HSBC PB’s Fan
CIO Weekly – Featuring Deutsche Bank WM’s Tuan Huynh
Digital PE platform Moonfare eyes partnerships with Asia private banks, MFOs
Movers & Shakers – June 2020
Julius Baer raises US$867m for FMP fund
15-year veteran of CS to lead new UBS global markets division
BNP Paribas to shutter India onshore private bank
Credit Suisse names ex-CMB Private Banking GM as new onshore China WM head
DB remains focused on Asia with new international PB structure
CIO Weekly – Featuring UBS GWM’s Timothy Tay
Upcoming thematic review in Hong Kong spurs overhaul of PB recording for bespoke deals
UBS GWM regionalises direct investments business
Bank of Singapore names new chief economist
Bank of Singapore names UBS veteran as Van de Walle’s successor
DBWM launches ETF mandates in Asia, receives “encouraging responses”
Bank of Singapore doubles down on global investors, family offices with new platform
HSBC PB raises US$850m for alternatives in first 4-½ months of 2020
Completely remote onboarding still elusive for Hong Kong PBs
Bank of Singapore’s Van de Walle to join StanChart
Yield generation by unconstrained income funds “not yet exhausted”: Credit Suisse Private Banking
CIO Weekly – Featuring the Global CIO Office’s Johan Jooste
India’s Waterfield to capture domestic capital with FoF structure and develop offshore capabilities
Bordier’s Vietnam project offers template for future onshore collaborations
Identify winners in this heterogeneous world: Julius Baer’s Bhaskar Laxminarayan
Half of Hong Kong PBs still incapable of compliant IM communications
Global equity and Asia HY gain, as clients add risk: HSBC PB’s Virginia Devereux Wong
Deutsche Bank WM SEA head to retire, will be succeeded by ex-HSBC PB Singapore head
UBS’s Amy Lo and August Hatecke: “Great chemistry, successful revamp”
HSBC PB picks former Deutsche WM products head as new global head of products, investments, collaboration
Beyond next-gen programmes: How PBs appeal to the up and coming HNWIs
