Tag: Featured
Public markets, debt securities may be key for impact investing to go mainstream: Credit Suisse’s Fung
MAS suggests two-stage test to define “financial advisory service”
Investors must “suffer much more pain” before markets see real liquid alts flow: Aviva
Latest AM rules to provide Chinese banks with more in-house product opportunities
Credit Suisse rolls out Canopy in HK amidst broader power shift to clients
BMO Private Bank hires former EFG MD
At 1-2% of active assets, don’t discount the cost of running a family office: Citi PB
More transparency needed to rebuild investor trust in HK FIs: Charles Schwab
DBS aims to sync data across platforms ahead of iWealth products rollout
Change at the top for Indosuez
CIO Weekly – May 2018 Week 5
May Regulatory Round-up: HK regulators bring clarity, competition to PB industry
BoCom first among state banks to set up AM subsidiary with RMB 8b of capital
Information, not performance deficit, hindering sustainable investing in Asia: StanChart
HSBC PB unveils top four investment themes for 2H18
With volatility back, UBS GWM’s Asia AUM in hedge funds surges
Taiwan’s local private banks worried about incoming CRS framework
Noah posts strong Q1 results amid HK$5m fine by SFC
PI definition likely to expand
ICBC PB gets new business head
WMP contraction to spur PBs’ distribution model: Pufa
EM demand for simple private banking apps “not fully tapped”: New Wealth
Are Asia’s IAMs ready for take-off?
Deutsche’s Sewing optimistic about wealth management, takes axe to IB
MAS says it is looking into implications of European data protection rules
CIO Weekly – May 2018 Week 4
DBS sees “encouraging” flows into SRI strategies
SFC excludes assets in partially owned corporations for PI qualification
Bank of Singapore, SMBC Trust Bank in partnership agreement
Julius Baer passes CHF 400 billion AUM mark amid “robust” NNM inflows
CIO Weekly – May 2018 Week 3
Chinese FIs await execution details for new KYC requirements
Asian WM, AM house views on global markets diverge
Demand for private debt not fulfilled due to “overregulation”
One third of Asia’s wealth, asset managers doubt trailer fee ban
J. Safra Sarasin adds equity exposure to TAA despite rising volatility
Noah’s Vancouver, Melbourne outposts “set to make strong contributions” in 2018 results
Crossbridge aims to forge B2B partnership for digital platform
Straight Talk: Marisa Drew, CEO of the impact advisory and finance department, Credit Suisse
Bank of Singapore shaves HY exposure in balanced mandate by 2pp
Asia’s PBs respond to shock Malaysia election result
Siam Commercial Bank PB loses provincial markets heavy hitter
Assets from Asia’s PBs in iShares smart beta ETFs top US$800m
Incoming EU data security rules to impact private banks in Asia
CSRC raises hurdles for Chinese brokerages’ overseas expansions
PBs should focus on asset allocation maturity, not committed funding when choosing a robo partner
