An ever-stronger case for integrated platforms
Loic Wymann, senior vice president and regional head of projects, chief operating officer’s office, at DBS Private Bank, talks to Hubbis about the bank’s priorities in developing streamlined, flexible and easy-to-use tools and functionality that support client advisers in meeting clients’ needs.
The importance of data in driving revenue
Among the key differentiators within Asia’s ever-more complex, regulated, costly and competitive wealth management industry is smart use of technology.
Tata Asset Management: managing in challenging times
Since taking over as the chief executive officer (CEO) and president of Tata Asset Management, Sanjay Sachdev has steered the organisation through challenging times posed by a volatile capital market and a series of regulatory changes. In a freewheeling interview, he talks about the manner in which he has piloted the firm.
Pictet sets sights on Asia's independent advisory firms
Remy Obermann, head of the independent asset managers department at Pictet & Cie, talks to Hubbis about the opportunities for his business in Asia, and also why the firm is well-positioned to take advantage of these.
Inside EFG Financial Product's business
David Schmid of EFG Bank’s EFG Financial Products Division explains the nature and development of EFG Financial Products, outlining the approach that has been taken to building an innovative product platform.
Delivering effective messages to clients
Paul Nash, director of business development at Solace Systems in South-east Asia, explains to Hubbis the value to wealth managers of high-performance messaging and information flows.
HSBC Private Bank reveals scope for growth
Bernard Rennell, chief executive officer, North Asia, global private banking, and global head of private wealth solutions at HSBC Private Bank, explains why he thinks the firm is well-positioned to build out a sustainable offering in a challenging business environment.
What Barclays aims to bring to independent asset managers
Barclays is committed to showing that its new focus on Asia’s burgeoning independent asset management industry can bring a new dimension to the overall offering by a private bank in this space, say Cedric Lizin, head of the firm’s regional business and head of key clients in Asia Pacific, and Annabelle Chow, team head, independent asset managers, Asia Pacific.
How BOCHK is using its China link to create a funds niche
King Lun Au, chief executive officer of Bank of China Asset Management, talks to Hubbis about how the firm is taking advantage of the appetite for RMB product – and access to China generally – to create a differentiated offering with a regional and global reach.
Why IT must be at the heart of every wealth business
Kannan Vijayaraghavan, executive director, business technology head at Bank Julius Baer in Singapore, explains to Hubbis the increasing importance and value of the IT function being more closely aligned and integrated within the business.
Enticing wealth managers with smart software
Benson Shiu, general manager, consulting services, at Axisoft, discusses some of the tailored solutions which can help wealth management firms, and individual advisers, service their clients more effectively and remain compliant at the same time.
How can Swiss banks navigate the wealth management minefield?
Manuel Leuthold, deputy chief executive officer of Banque Privee Edmond de Rothschild, talks to Hubbis about how to maintain a client-focused, efficient, scalable and secure business in the face of growing regulatory, tax and cost challenges.
How to stand out through streamlined client onboarding
Hanspeter Wolf, chief executive officer of Appway, talks to Hubbis about how and why banks need to embrace tools which help them more efficiently onboard clients, to ensure their processes in this area are as quick and low-cost as possible, to offer a compelling and differentiated client experience.
Inside Avaloq's Asia strategy
Mathias Schuetz of Avaloq reveals the firm's experiences and successes in Asia to date, and discusses its strategic objectives as it looks to grow further in the region.
An ever-stronger case for more granular reporting
Peter Staub, chief executive officer of Swiss software provider Allocare, talks to Hubbis about the importance of generating more relevant and specific data, which also ensures more accurate performance measurement.
UBP: how to confront private banking's global identity shift
After roughly two years at the helm of Union Bancaire Privee's (UBP's) global private banking business, Michel Longhini, chief executive officer, talks to Hubbis about delivering a consistent and differentiated value proposition to clients in the face of today's many challenges - and reveals his views on what it takes to be successful in Asia.
Lombard Odier takes community approach to EAM success
Lombard Odier's Olivier Collombin, head of independent asset managers, Geneva, and Michael Ley, in charge of business development for independent asset managers and family offices, talk to Hubbis about how the firm has engaged this part of the wealth management community to develop its global business, including offering a networking platform that can help organisations meet strategic goals.
Simple, standardised automation key to managing rising costs
Nicholas Hacking, director of sales at ERI Bancaire, talks to Hubbis about the increasing importance of automation in helping private banks and other wealth management firms handle the growing costs of doing business – given the greater regulatory burden and the need to have more efficient internal and external processes.
Defining the Indian advice industry
In India, the Indian wealth management industry is referred to as the ‘distribution’ industry by pretty much all the stakeholders – the regulator SEBI, the mutual funds and the industry itself. The industry recommends mutual funds as the main product to invest their client savings and hence, is seen as mutual fund distributers. While SEBI wants the industry to make the transition to becoming advisors, it does not want to provide the regulatory infrastructure or educational support for it to do so – it wants the industry to form a self-regulatory organisation.
Meeting the onshore appetite for offshore investing
Edward Lopez of SunGard discusses the role for Asian private banks in servicing the growing amount of wealth held onshore which is now looking for investment options offshore.
Making better use of banking information
Memo Dener, chief executive officer of axeed, explains to Hubbis how the firm can help wealth management organisations of all types use their own information more effectively – for the benefit of the business as well as clients.
The value of core banking in wealth management
Mathias Schuetz of Avaloq discusses the evolution of the firm’s business in the core banking space, and explains where this fits within the wider challenges and opportunities in wealth management today.
Outsourcing the back-office in wealth management
Mathias Schuetz of Avaloq discusses the role and value of outsourcing back-office functions in wealth management, and looks at the potential for this in Asia.
CEO Interview: Insa Investment Software
Dr Fred Davies of Insa Investment Software explains the firm’s business, as well as the role that its solutions play in helping both independent wealth management organisations as well as end-clients.
Inside SunGard's strategy for Asia
Edward Lopez of SunGard explains the approach that SunGard is taking to grow its Asian technology and software business within the regional wealth management and private banking space.
CEO Interview: PIAS
David Bellingham of Professional Investment Advisory Services outlines the culture, evolution and strategy of the firm, as well as some of the broader developments and trends in the IFA space in Singapore.
Making the most of client data
Simon Clare, Product Manager, Anova, at DST Global Solutions, talks to Hubbis about how wealth management firms of all types could and should be doing more to monetise the data they have about their customers.
The need for more automation in Asia
Urs-Peter Oehen, co-founder, chairman and chief executive officer of Expersoft Systems, talks to Hubbis about how the software provider is looking to cater to the two-speed environment emerging in Asian wealth management.
Finding the right wealth management model for today's markets
Dr Fred Davies of Insa Investment Software explains why he thinks that “small is beautiful” for wealth management organisations looking to be successful in today’s landscape.
Gonet takes selective and pinpointed approach in Asia
Alex Jagmetti, head of Asia Pacific at Gonet & Cie Group, talks to Hubbis about the Asian ambitions and strategy of this boutique Swiss firm, which is among the more recent arrivals in the region, as it looks to find its niche via a tailored approach that involves adapting to the local environment.