Tag: Featured
Movers & Shakers – May 2019
CIO Weekly – Featuring UBS GWM’s Adrian Zuercher
HSBC PB rejigs ASEAN markets roles amid growth drive
Tech Talk: Eddy Tai, global head of operations and technology, Bank of Singapore
Asia PBs should seek “hybrid” EM talent
Taiwan head exits BNP Paribas WM
Deutsche Bank WM enters flat-fee advisory fray with dbXpert launch
Indosuez WM names deputy global CEO and Asia CEO
Citi markets veteran to join PB side in new Asia solutions role
HSBC PB ups ante in UHNW market with platform revamp, new teams
April Regulatory Round-up: APAC regulators maintain AML focus; bank culture requires practical enforcement; concerns over conflicting cross-border regulations
Movers & Shakers – April 2019
UBP’s Longhini resigns, Guy de Picciotto takes the reins
EFG’s Albert Chiu eyes Aussie-based Chinese HNWIs with latest acquisition
Credit risk of short-dated bonds often neglected by PBs: Premia Partners
Tech Talk: Wiwi Gutmannsbauer, COO APAC at UBS
AppMap: The 2019 update
Pictet WM appoints head of investments Asia
CIO Weekly – Featuring Nomura WM’s Ng
DPM will be “key offering” at SCB Julius Baer
Credit Suisse raises over US$1 billion from Asia PB clients for latest FMP
UBS GWM’s Asia mandate assets grow 20% p.a.
What makes or breaks PB client onboarding digitalisation: Appway
Bank of Singapore’s European subsidiary goes live
UnionBank establishes PB in alliance with Lombard Odier
Movers & Shakers – March 2019
CIO Weekly – Featuring CreditEase’s Li Lin
Veteran UBS GWM country team heads to retire
UBS GWM’s APAC leaders unveil raft of senior promotions
Tech Talk: Sandipan Ray, CIO, wealth management technology APAC, Deutsche Bank
Deutsche Bank WM’s EM CIO to take over Europe duties
UBS GWM set to expand advisory offering
Jupiter AM warns of concentration of risk in multi-asset funds across PBs
Monthly PB statements lack transparency and innovation: Canopy
Establishing FOs in haste can result in misaligned expectations: Lombard Odier
HNW millennials can be engaged through art: UBS GWM’s Raju
Credit Suisse’s Cavalli and Monnet expect new leadership structure to increase PB potency
PBs flock towards bond ETFs despite concerns over cap-weighted construction
DBS PB nabs former BoS wealth planning head
PBs offer wealth planners 20-25% salary bump: Selby Jennings
Noah confronts life after Lam
SFC considers PWMA’s suggestion to extend suitability rules deadline
At the vanguard: Private banking’s women in tech talk inclusivity and innovation
Close to the heart: Women’s wealth matters in private banking
Julius Baer names new intermediaries head for Greater China
PB network is vital to Lombard Odier’s Asia ambitions: Magnenat
