Tag: Featured
Lombard Odier, Mandiri partnership to bring risk-based DPM to Indonesia clients
AM Heat Map: China equity fund demand grows, despite trade concerns
With over 1,000 new clients, UBS Taiwan WM’s ‘smart wealth’ solution suggests clients are more willing to pay for advice
Asia clients warming to ESG DPM solutions
AUM growth slows for China’s biggest private banks
SFC suitability checks for complex products “a tricky area”
UBP to sharpen Asia investment view with new appointment
Saxo Bank launches trading platform, targets IAMs and family offices
GSAM sees “strong demand” from PBs for EM multi-asset strategies
Driven by tech potential, UBP tilts to growth funds in Japan equities
Everbright Bank upgrades family office service capabilities
BNP Paribas WM’s Asia alts head switches to managed solutions role
Derivatives and structured products in Asian DPM solutions doubles
UBS WM launches “first” fully sustainable portfolio in Asia
March Regulatory Round-up: SFC, MAS outline fintech requirements
CS warns clients of concentration risks in subordinated debt funds
BOC, BOCHK deepen cross-border PB service integration
ICBC seeks compliant destinations to reallocate WMP assets
Indosuez: Time for investors to give up some liquidity
BOC PB eyes AI-allocated portfolios as fund alternative
CMB “set to become a fintech company”
CMB sets up asset management subsidiary to ring-fence WMP risks
Asian UHNWIs are driving expansion of PB art services
Deustche Bank’s Hong Kong chief country officer steps down
ICBC Private Bank resets strategy focus ahead of WMP ban
Rates hikes will happen at faster clip than Fed guidance
Straight Talk: Francesco de Ferrari, head of private banking APAC and CEO Southeast Asia & frontier markets, Credit Suisse
No policy for PB industry in the works from FSDC as Laura Cha exits
Noah builds US real estate team for overseas advisory
Economist behind China’s five-year plan talks systemic risks in WMP disposal
J. Safra Sarasin: Add an ESG filter when investing in tech
Tarnished? Bill Winters says StanChart is still an ‘aspirational brand’ for Asia’s wealthy
PBs must adapt to blockchain, says world’s first crypto WM platform
With new ‘branch’ status, VP Bank Singapore looks to deploy Euro balance sheet
Private banking clients shift hedge fund allocations to lower net or market neutral exposure amid rising volatility
Reintegration is needed for open API to work: Saxo Bank
CSRC raps Huatai asset management arm for control failures
UBP expands Euro small cap active funds offering
New UBO measures deter use of trusts to hide assets
Jupai’s Ni: breaking bank guarantees, WMP dominance is ‘good news’ for China’s wealth industry
UBS IPO suspension “unlikely” to dent wealth management business
Bank of Singapore’s NRI clients warming to DPM
Bank of Singapore’s Hong Kong branch CEO steps down
Leaning in: views from Asia’s leading women in wealth
Crédit Agricole PB’s S2i platform undergoes digital revamp, signs on new Asia client
China’s banks offer yield boost for national Goddess Festival
