Tag: Featured
PWMA urges HK regulators to develop PWM code of conduct
Nomura to buy 40% stake in Julius Baer’s Japan business, gain access to DPM capabilities
CIO Weekly – September 2018 Week 4
High barriers to SI adoption despite keen interest: UBS GWM
Lufax launches digital-only WM platform as PB accounts get more costly
CIO Weekly – September 2018 Week 3
Asia at the epicentre of Deutsche Bank WM’s tech ambitions
PBs face “huge challenge” to meet online suitability requirements
HSBC’s CEO for global private banking set to retire
MAS critical of IAMs’ AML reporting
CIO Weekly – September 2018 Week 2
Shanghai remains priciest city for luxury jewellery in Asia: Julius Baer Wealth Report
Hong Kong’s AUM “to double in next five years”: PWM Report 2018
MAS finalises details to launch new variable capital company structure
Asian investors shift from residential to commercial property in Australia
Julius Baer raises US$450 million in seven days for FMP solution in Asia and Middle East
Citi PB appoints new Philippines market head
HSBC PB names Asia head of fund selection
VP Bank’s Morel eyes wider service offering after bank upgrades status in Singapore
Fed’s fiscal stimulus to extend business cycle for at least two years: J. Safra Sarasin
OECD’s “incredibly complex” mandatory disclosure rules could cause headaches as CRS exchange looms
Expect longer-living private investors to turn to ‘riskier’ products: Pictet AM
HSBC Private Banking’s Asia DPM inflows grew five-fold in 2017
Citic PB mulling how to play up group investment advantages under market reset
CIO Weekly – August 2018 Week 5
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
