Tag: Featured
Recent equity consolidation tempts hesitant HNW clients back into market
Quantifeed raises US$6 million from Franklin Templeton in series B+ round
DB IPB revenue flat in 3Q20, net inflow mostly driven by investment products
Credit Suisse Chat usage surges as bank adds WeChat functionality, improves desktop integration
Banker made entrepreneur – EFG senior MD joins Crossinvest (Asia) as major shareholder
Thailand’s Kiatnakin Phatra Securities taps Quantifeed for DPM
Asian entrepreneur clients lead ‘pandemic pivot’ but regional challenges remain: HSBC PB’s Sidney Wang
Morgan Stanley PWM to launch second ‘best business models’ discretionary portfolio in Asia
CIO Weekly – Featuring Bank of Singapore’s Eli Lee
China’s 3Q20 economic output print points to broad-based recovery
India’s Edelweiss raises US$900m for special situations fund
Global asset management AUM top US$100 trillion as top 20 firms pull away from field
Value investing may be down but is not out, says Invesco survey
Full-stack AI transformation will soon become a “hygiene factor” for PBs: McKinsey
The build-up to the NEC acquisition of Avaloq
Digital reprioritisation progresses as pandemic lingers: DB’s Nemali
HSBC expands bespoke financing beyond private banking
Tax amnesty alone may be “insufficient” to lure Taiwan HNWIs’ assets onshore
Collective investment schemes gain traction among EAMs during pandemic thanks to cost cutting effect
Asia’s NextGens will professionalise management of UHNW family wealth
Ability to offer full-service advice onshore key to success of Wealth Connect in GBA
September Regulatory Round-up: FinCEN leak; MAS’s individual accountability regime; removal of private OFC fund restrictions
Integration and regionalisation to build a more efficient business: StanChart’s Van de Walle and CS’ Cavalli
ESG and FMP themes intertwine perfectly in the current context: BNP Paribas AM
CIO Weekly – Featuring Pictet Wealth Management’s Evelyn Yeo
Asia stands out again as the ultra-wealthy get richer
Many “cardinal rules” in private banking no longer apply in the wake of COVID-19
NEC to acquire Avaloq in CHF 2.05bn deal
Time when investors had the luxury to ‘buy and hold’ has gone
Post-pandemic Japan a Suga-sweet investment: Morgan Stanley
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
