Tag: Featured
StanChart PB India leads internationals with 40 RMs in 2016
Domestic players dominate India’s US$102.6 billion wealth management sector
Broker bags ex-BNP Paribas WM wealth planning head for HK CEO role
AM Heat Map: Growing demand for energy ETFs despite slumped oil prices?
Dividing RMs’ time between training and servicing clients remains a challenge, says BoS
Carret Private names PB veteran as partner
Blanket trailer fee ban not necessarily the “right way to deliver” objective advice, says Aberdeen Asset Management
Julius Baer revises timeline for IT platform revamp in Asia
June Regulatory Round-up: New suitability requirements in HK; AEOI networks expanded; spotlight on fintech
Asia’s private banks divided on US dollar outlook
CITIC’s private banking operations to remain under retail division for now
“More than half” of CITIC’s PB branches in China launched DPM services over past three months
No local bank wants to be the first “to publicly tackle culture issues”, says HK-based lawyer
Citi’s Paul Hodes on how Citigold Private Client is taking notes from the private bank
HNWIs with less than US$5m are being priced out of the trusts market, says BoS’ wealth planning head
IAMs’ allocations to alternatives are double those of PBs in Hong Kong
UBS’ Joe Stadler: “We’ve outperformed”
Two-thirds of private banks in Asia are implementing or considering smart beta in their DPM portfolios
LGT’s Henri Leimer: “I was in favour of the acquisition”
Deutsche Bank WM’s Lok Yim: “We’ve turned the corner”
Survey: 38% of PBs say clients favour discretionary mandates geared towards growth, suggesting improved risk appetite
Francesco de Ferrari: Credit Suisse PB’s new digital advisory platform is a “stepping stone from transactional to DPM”
UBS WM is creating dedicated teams of client advisor assistants in Asia “to raise productivity”
Wealthy Asian investors to shift from US to European equities?
Former J.P. Morgan PB Asia equities head set to resurface
CMBC to grow its private banking unit in Hong Kong with launch of new centre
India’s boutique wealth managers cannot build scale through banking tie-ups, says IIFL Wealth co-founder
AM Heat Map: Wealthy Asian investors focusing on technology funds
Indosuez WM confirms it is in “exclusive discussions” to buy CIC’s PB activities in Asia, transaction to be finalised by year’s end
Indosuez Wealth Management to buy CIC’s private banking business in HK and SG
Values, culture and wisdom key to family succession planning
AML officers in Hong Kong say they are “highly stressed” amid regulatory clampdown
Ashmore raises US$400 million for fixed maturity EM bond strategy from PBs
Robotics fund demand remains strong amongst Asian HNWIs
UBS WM to address “client inconvenience and RM risk” with new tech tie-up
Hiring more RMs is not enough to compete over the long term, say tech providers
AM Heat Map: Asian investors turning to Chinese equities
Citi Private Bank: Asian equities to come into focus in second half of 2017
New suitability requirements enforced with questions unanswered, say lawyers
UBS plans to roll out 100 “robots” in Asia by end-2017
Avenue Asset Management plans funds rollout
Citi Private Bank’s Roger Bacon: “Business as usual” in Asia
Straight Talk: Edmund Koh, head of wealth management APAC, UBS
Demand for FRNs among Asia’s HNWIs remains robust amid hunt for yield
J.P. Morgan Private Bank’s Asia head of equities to exit
Hong Kong’s new stamp duty policy “unlikely” to dent real estate demand
