An offering that meets the needs of the Asian market
Marcus Leese, partner at Ogier, explains what differentiates the offshore law firm from its competitors, and why it is well-positioned to meet the growing needs of the Asian market in terms of private client advice.
Why a boutique model bodes well for Bank Vontobel
Zeno Staub, chief executive officer for Bank Vontobel, explains how the group is using its boutique yet integrated approach across private banking, asset management and structured products to cherry-pick areas to target in Asia, rather than just replicating what already exists.
OCBC Bank puts customer experience at the forefront
As it strives to offer greater transparency and simplicity for wealth management clients, OCBC Bank has also dedicated significant resources to working full-time on improving the customer experience, says Dennis Tan, head of consumer financial services, Singapore and group premier banking.
How SingCapital is driving one-stop holistic advice
As investors embrace the concept of holistic advice and warm to the concept of fees for service, industry players need to broaden their capabilities and encourage fresh talent to enter the wealth space, says Alfred Chia, chief executive officer of independent financial advisory firm SingCapital.
Singapore's changing insurance landscape
Neal Armstrong of Standard Life explains how the FAIR review has improved transparency over products and pricing in Singapore, and suggests that Singapore's insurance industry can learn from the UK's Retail Distribution Review (RDR).
What Asia represents for CIC
Jean-Luc Anglada of CIC describes why the bank has decided to focus on private banking, and why Asia is the right market to do this.
The role of automation in product development
Mahesh Bulchandani of FinIQ discusses trends around the automation of structured products, and related issues around regulation and compliance.
Getting greater visibility on the business
Ian Whitehouse of QlikView's Hong Kong partner, Velocity Business Solutions, talks about what the firm offers and the value it provides for clients given their challenges around transparency of data.
Defining a successful banking model
Mark Smallwood of Deutsche Asset & Wealth Management explains how client centricity is fundamental to success in banking, and how the firm in Asia is able to leverage its capabilities from both the investment bank and the private bank.
A growing need for technology in professional services
Stelios Iakovides of InfoScreen looks at the relatively limited engagement of technology by professional services firms in Asia to date, and explains what is needed to improve the situation.
InfoScreen's approach to growth in Asia
Stelios Iakovides of InfoScreen talks about what the firm offers, the value for clients, as well as its strategy in Asia.
Inside Vermilion Software
Simon Cornwell of Vermilion Software discusses the firm's strategy, value proposition and plans for its business in Asia.
Towards a more rational and efficient industry
LGT Bank's Henri Leimer, chief executive officer for Asia Pacific, talks to Hubbis about the importance of driving an organisational mind-set of efficiency in order to create businesses which are sustainable in an environment of high costs and operational pressures.
A more diversified offering for Sun Life in Hong Kong
Only a few months into the role, Wim Hekstra, chief executive officer of Sun Life Financial in Hong Kong, talks to Hubbis about the attraction of joining the Canadian firm to further existing efforts to develop a broader distribution base and more solid proposition for different client segments.
Eyeing a more transparent insurance landscape
James Tan, managing director of Friends Provident International, explains to Hubbis how regulatory and fee reforms - both in Hong Kong and Singapore as well as globally - are bringing greater transparency and a sharper focus on delivering a better client experience.
Creating a successful independent wealth model
Steve Knabl of Swiss Asia Financial Services discusses the independent asset management model, including its stage of development in the region and the outlook.
Improving the process of trading physical gold
Seamus Donoghue of Allocated Bullion Solutions discusses his firm's solutions and initiatives for trading physical gold to make the process more transparent and efficient.
Facing up to the new reality of wealth management in Asia
Sameer Chishty of Bain looks at some of the key trends shaping Asian wealth management, and discusses the roles of technology, compliance and other drivers.
The Old Mutual Global Investors approach to Asia
Julian Ide of Old Mutual Global Investors explains the firm's growth and key areas of focus to date, and reveals how it plans to further develop its Asian business and stand out in a competitive marketplace.
Giving Russian investors a gateway to Asia
As clear as Russian winters are cold, the Gazprombank Group has grand plans for Asia. The group already has representative offices in China and India, and recently applied for a licence in Hong Kong. In September 2013 it signed a co-operation agreement with Bank of China International (BOCI), giving clients access to Asian investment products. Oleg Vaksman, deputy chairman of the board at Gazprombank, explains what's next.
Where to find the real opportunity in Indonesia
Panel members at Hubbis' Indonesian Wealth Management Forum 2013 in Jakarta in late October were united in their excitement about the promise that the domestic industry presents. They highlighted where the biggest opportunities lie, trends in products, client segments of most appeal, and the priorities for what's next.
Developing a compelling value proposition in Indonesia
A key way for wealth management players to differentiate themselves in Indonesia is through the client experience. Speaking on a panel at Hubbis' Indonesian Wealth Management Forum 2013 in Jakarta in late October, industry experts gave their views on client expectations, the use of technology and the changing needs of the next generation.
Making the most of the insurance opportunity in Indonesia
In Indonesia, where insurance is typically viewed as an investment product and not as an asset protection solution, banks and insurance providers need to educate clients and reposition their offerings, according to panel members at Hubbis' Indonesian Wealth Management Forum 2013 in Jakarta in late October.
Building robust and sustainable wealth businesses
As the wealth management industry grows in Asia, there will inevitably be winners and losers. According to panel members at Hubbis' Indonesian Wealth Management Forum 2013 in Jakarta in late October, the key to building a sustainable business starts with hiring the right people and having a committed leadership team to nurture and drive that talent.
How UBP is developing its Asian strategy
Michel Longhini of Union Bancaire Privee explains why Asia is such an important "next step" for the bank, what the bank can bring to clients in this time zone, and which types of advisers it wants to hire.
Why Software-as-a-Service is the way forward in Asia
Mahesh Bulchandani of FinIQ describes the benefits of Software-as-a-Service (SaaS), highlighting how such solutions are designed to meet banks' regulatory requirements, and why they're relevant for Asian clients.
How banking technology is shaping wealth management
Andrew Au of AG Delta discusses the application of banking technologies in wealth management today, and the impact of "Generation Y" bankers on the client experience of the future.
Building a future-proof wealth management offering
People, processes and technology will continue to be the main components of future wealth management offerings. The challenge is finding the right blend of the three elements to differentiate from market players and meet expectations of clients now, and the next generation. Panelists at the Asian Wealth Management Forum 2013 in Singapore in late September discussed the considerations of building a future-proof offering.
Using technology to better the client experience
While people will remain central to the advisory process for clients, wealth managers can leverage technology to enhance the client experience. Panelists at the Asian Wealth Management Forum 2013 in Singapore in late September discussed ways to deliver value to end-clients through incorporating technology into their processes.
Applying a gold standard to Singapore
In early 2013, Seamus Donoghue finally combined his experience in trading financial products with his entrepreneurial spirit to carve a new path in the investment sector for physical gold trading in Singapore - and launched Allocated Bullion Solutions.