Tag: Synpulse
APB debuts Taipei Global Wealth Summit amid AI-driven wealth surge
Raffles Family Office collaborates to launch an operating platform for EAMs
Asia’s “hungry” EAMs in offensive M&A mode to leapfrog rivals
Thailand’s KBank Private Banking launches new tool for RMs
Indonesia’s HNW boom sparks race for market share
ESG education top priority for Singapore’s regulators
Private banking fintech trends to watch in 2023
AQUMON bets its algorithms offer the best way to optimise client portfolios
February Regulatory Round-up: HKMA urges banks to implement vaccine passports
Privacy concerns drive reluctance of wealthy clients to have all communications with PBs documented
Four trends to watch in Singapore private WM regulations in 2022
Top five trends to watch in Hong Kong private WM regulations in 2022
Tech consultancy Synpulse urges PBs to modernise DPM offering
To avoid ‘data swamps’, PBs must keep client data fresh and reduce silos
To stay competitive, PBs need to restrategise HNWI services in Australia
Digital strategy is “key success factor” for WMs expanding in GBA: Synpulse
Jan/Feb Regulatory Round-up: GBA Wealth Management Connect; warning against ramp-and-dump scams; 2021 priorities
Synpulse Group names two new CEOs
Synpulse names IBM veteran to helm Indonesia
BTO financial planning platform speeds up PB product customisation
November Regulatory Round-up: Ant IPO suspension may signal private sector retreat; SFC reassures FIs on US sanctions vs. NSL; MAS 2021 enforcement focus may shift to PB
MAS enforcement priorities likely more PB focused in 2021
June Regulatory Round-up: MAS quashes fund flow rumours; WM Connect launches; PBs in HK ramp up bespoke deal record-keeping
Upcoming thematic review in Hong Kong spurs overhaul of PB recording for bespoke deals
April Regulatory Round-up: PBs in spotlight as clients face losses; MAS aligns with Hong Kong on suitability; China loosens overseas JV ownership rules
March Regulatory Round-up: SFC postpones regulatory deadlines; Asian banks eager to close gap in AML compliance; Force majeure clause may affect PB trading contracts; Regulators scrutinise price transparency at PBs
Price transparency requirement may dent profitability of PBs: Synpulse
Wealth Dynamix engages Synpulse to widen reach of key CLM product
Rewards for proper culture not yet reflected in PB payouts: Synpulse
PBs must “clearly differentiate” execution-only and advisory services to spur advisory uptake in Asia: Synpulse
PBs must “master all dimensions” of risk management: Synpulse
RPA more valuable than full-fledged solutions for mid-size IAMs, FOs: Synpulse
Pictet WM appoints North Asia COO
HK, Mainland China conduct and culture regimes “vary significantly”: Synpulse
PBs must improve digital surveillance as regulators crack down
February Regulatory Round-up: Australia’s Banking Royal Commission draws to a close, Deadline for SFC’s suitability rules looms, MAS launches fintech guidance
Banks struggle to implement SFC’s new due diligence requirements
PBs “miss the point” when pricing tech-enabled advisory services: Synpulse’s Benz
All quiet on the Eastern front as private banking consolidation slows, but for how long?
PBs should focus on asset allocation maturity, not committed funding when choosing a robo partner
Top Eight for Week 6 – 13 October 2017
UBS and Synpulse enter into structured products partnership
Top Eight for Week 1 – 8 September 2017
Ex-StanChart PB global head Michael Benz resurfaces at consulting firm
A tech take on Indosuez WM’s CIC PB deal
Private banks opting for tailor-made fraud prevention platforms, says Synpulse
