Tag: Featured
Noah boosts discretionary capabilities as more Chinese clients eye MFO setup
SFC tightens guidelines around use of instant messengers for investment orders
BEA UI raises US$107 million from private clients for China multi-asset strategy
Bank of Singapore edges past US$100 billion in AUM, OCBC’s fee-based WM income jumps
CIO Weekly – May 2018 Week 1
April Regulatory Round-up: HKMA, MAS pursue international standards
NAB exits MLC wealth business but keeps hold of JBWere
Pictet WM urges against hedging JPY exposure when investing in Japan equities
CreditEase banks on FOF growth ahead of possible 2020 IPO
UBS becomes first foreign shareholder to apply for China JV majority ownership
PBOC asks robo-advisors to disclose algorithm assumptions, asset allocation methodologies
DBS PB diversifies FI fund exposure into alternative bond strategies
China approves foreign majority ownership in securities JV
BNPP WM’s Vrielinck marks first anniversary as Asia CEO with major business reorg
CIO Weekly – April 2018 Week 4
Global macro strategies gaining traction among alts
Jupai vows to reach number one spot by 2020
Asian demand for Deutsche Bank WM’s CIO themes leads to DPM wrapper
VP Bank prepares for new hires with SG office expansion
Credit Suisse PB’s Christian Senn: “The Philippines is a market where we need a local footprint”
Straight Talk: Arjan de Boer, head of markets and investment solutions, Asia, Indosuez Wealth Management
Deutsche Bank WM’s NRI push supports India U-turn speculation
Asian Private Banker’s AppMap: The 2018 update
DBS’s PB clients taking measured approach to active investments as risk aversion rises
UBS WM’s sustainable investing thesis “proven correct” as Oncology Impact Fund makes early donation
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”
