Tag: Featured
Noah’s Kenny Lam sees challenges ahead as macro factors dampen client activity
BEA vows to double Greater Bay Area private banking AUM
HKMA eases suitability requirements to facilitate online sales
Asset repair and replacement gains traction within structured products
Credit Suisse reopens FMP for two months, raises US$500 million from its Asia private clients
CreditEase opens WM department overseas for China’s HNWIs abroad ahead of “organisational remodelling”
HSBC Private Banking registers over US$1 billion alternative inflows in Asia
Don’t take extra risk in US stocks: UBS GWM’s Zuercher
Deutsche’s Lok Yim wants to fix client onboarding — once and for all
HSBC PB adds desk head and senior director to international markets team
CIO Weekly – August 2018 Week 4
AGDelta to develop digital marketplace for ideas
A transformative journey for Credit Suisse APAC PB under Francesco de Ferrari
HSBC PB to bulk up Asia frontline with up to 120 new hires this year
Francesco de Ferrari leaves Credit Suisse for Australia’s AMP
Disputes might arise over tax residencies as CRS information exchange looms
EFG to introduce factor-based risk management framework to DPM offering
Demand for US equity funds dominated by thematic strategies
Trust in banks’ data declines as anxiety over upcoming regulations increases: AxiomSL
Lombard Odier agrees to provide Mizuho Securities Singapore with WM platform access
Credit Suisse PB to double Singapore market pre-tax income by 2019
Former BNP Paribas WM China market head to join pure play
China market head exits BNP Paribas Wealth Management
Straight Talk: Shiv Gupta, founder and CEO, Sanctum Wealth Management
Hong Kong lags Singapore in facilitating philanthropy
Second half private banking client activity “very difficult to predict”: Pictet WM
Chinese wealth and asset management retrospective: A new era
2Q18 private banking results highlights
CIO Weekly – August 2018 Week 2
Standard Chartered PB’s Greater China, North Asia market head to retire
Silver lining for carry trades after a disappointing 1H
IIFL WM reportedly exploring acquisition in Chennai
Hong Kong’s open API initiative makes banks ‘gatekeepers’ for third-party services
UBS’s Kowloon office breaks even two years ahead of schedule
Taiwan market group head exits Credit Suisse PB
Structured products dominate non-traditional indices usage among PBs
Private banking compliance comes with its own risks: Deloitte
All quiet on the Eastern front as private banking consolidation slows, but for how long?
DBS poised to launch fund trading function on iWealth
Deutsche Bank WM unveils alts preferences, favours liquid macro hedge fund strategies
EFG in two-pronged recurring revenue push
IBs aren’t meeting ultras’ demand for prime brokerage services
Should discretionary managers stay invested or boost cash to avoid volatility?
SFC rolls out ‘interim statement’ before official guidance on online client onboarding
Private Banking in the Middle Kingdom: Meaningfulness of Chinese regulators’ ‘non-standard’ asset label under question
Bank of Singapore’s NRI business maintains momentum after DIFC launch