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Business Strategy

Assessing the potential for EAMs in Asia

Peter Lee of Veco Invest discusses the opportunities and challenges for external asset managers (EAMs) in Asia, and looks at the misconceptions to overcome.

CEO Interview: Veco Invest

Stefano Fiala of Veco Invest explains the steps involved in choosing Hong Kong to set up a business to take advantage of opportunities for external asset managers (EAMs) in Asia.

How technology is impacting Asian wealth management

Etienne Van den Bogaert of Prosperity Financial Services looks at the role and potential future of technology in the wealth management space in Asia.

CEO Interview: Assentis Technologies

Urs Tanner of Assentis Technologies outlines the firm’s products and solutions, and explains its strategy for Asia, including why it sees so much potential for its business in this region.

Understanding performance and returns expectations with EAMs

Sandro Steiner of OLZ Wealth Management discusses how external asset management (EAM) firms can create investment performance for their clients, and explains what their returns expectations should be.

The evolution of financial planning software

Etienne Van den Bogaert of Prosperity Financial Services outlines the firm’s software applications, and explains how it can add value in terms of financial planning for individual investors.

Taking client communication to the next level

Urs Tanner of Assentis Technologies discusses trends and innovations in client reporting, and explains how wealth management firms can use this as a way to differentiate themselves to clients.

How clients can compare EAMs with banks

Pius Zgraggen of OLZ & Partners explains some of the main differences from a client’s perspective between an external asset management (EAM) company and a bank.

CEO Interview: ABN AMRO Private Banking in Asia

Hugues Delcourt of ABN AMRO Private Banking explains the firm’s key business lines and strategic objectives for growing in Asia.

The outlook for EAMs in Asia

Anthonia Hui of AL Wealth Partners explains the role and model of external asset management (EAM) companies, and looks at the potential for the growth of this segment of the Asian wealth management industry.

Emerging technology and systems challenges

John Byrne of Information Mosaic looks at the various systems and technology solutions challenges for wealth management firms as a result of global legislation and emerging client reporting requirements.

CEO Interview: Where UBS is looking for growth in Asia

Kathryn Shih, chief executive officer for Asia Pacific, and group managing director, at UBS Wealth Management, talks exclusively to Hubbis about key issues for the industry in the region right now – including emerging opportunities for growth, how international private banks can stay relevant and profitable in today’s environment, and how UBS is positioning itself accordingly.

CEO Interview: Finding a winning approach in Asia

Hugues Delcourt of ABN AMRO Private Banking outlines the various challenges that private banks face in trying to differentiate themselves in Asia, and looks at what is required to do so.

Creating an common purpose for EAMs

Anthonia Hui of AL Wealth Partners explains the aim and membership process for the Association of Independent Asset Managers (AIAM) in Singapore.

The global evolution of the EAM industry

Sandro Steiner of OLZ Wealth Management explains how and why the external asset management (EAM) industry has evolved in Switzerland, and looks at its growth potential and appeal in Asia.

Getting the value proposition and business strategy right

While people and platforms form critical parts of the business strategy within wealth management in Asia, senior management from various private banks have different approaches in grasping the opportunities in the region.

Creating a winning hiring and sales process

Private banks often get their recruiting strategies wrong when poaching staff from competitors, trying to retain their people merely through compensation and focusing performance solely on assets under management (AUM) from their new hires.

Helping the independent advisory model to grow in Asia

A more collaborative approach with private banks is key as part of the development of the external asset management (EAM) industry in Asia, among various ways that the model can flourish in the region, according to a panel of market specialists at the Hubbis Asian Wealth Management Forum 2012 in Hong Kong in early February.

The role of technology in enhancing the client experience

While technology is clearly a crucial part of any wealth management business, it is still something which some senior management doesn’t pay enough attention to, according to a panel to technology and systems solutions specialists at the Hubbis Asian Wealth Management Forum 2012 in Hong Kong in early February.

How to tackle challenging wealth markets in India

Hrishikesh Parandekar of Karvy Private Wealth looks at the current challenges for India’s wealth management industry, and considers what firms need to do to succeed going forward.

CEO Interview: BNP Paribas reveals multi-pronged 2012 strategy

Mignonne Cheng, chairman and chief executive officer of BNP Paribas Wealth Management in Asia Pacific, talks to Hubbis about her outlook and strategy for 2012 against the backdrop of one of the toughest periods for the industry in its history in this region.

CEO Interview: BDG Singapore's Asia strategy

Marco Bardelli of BDG Singapore reveals the firm’s growth strategy in Asia, especially in relation to getting more assets from local clients as it educates them further about its services and approach to asset allocation.

Where next for Asian wealth management?

Francis Koh, professor of the Finance Practice, and director, MSc in Wealth Management, at Singapore Management University, talks exclusively to Hubbis about his outlook for Asia’s wealth management industry, and the role of Singapore as a regional hub.

How can you enhance the client experience in 2012?

Amid the many challenges private banks face as they chart their course in 2012, two ways they can look to differentiate themselves include professionalising the role of relationship managers on the one hand, and using technology as a way to enhance the client experience on the other.

Operational priorities in Asian private banking

Hasan Rauf of Omgeo talks to Hubbis about some of the operational challenges in the private banking industry in Asia, and looks at issues relating to risk mitigation.

Making client reporting a key differentiator

Urs Tanner, chief executive officer for Assentis Technologies, looks at the direction private banks should move in to ensure their investment reporting meets evolving client needs – as well as providing a clear point of differentiation.

How the right software can differentiate the client offering

Colin Day, vice president, global banking solutions, Ambit at SunGard, and Daniel Bardini, chief operating officer for SunGard’s Ambit Private Banking business unit, talk to Hubbis about how the approach to technology and software solutions is evolving in the Swiss private banking market, and explain what is required to provide the right offering in Asian wealth management.

Julius Baer's technology tailwind

Markus Kobler, deputy chief executive officer for Bank Julius Baer in Singapore, and its regional chief operating officer for Asia, discusses the firm’s ongoing commitment to IT development and operational efficiency to create tools and processes that enhance the usability, speed and relevance of the platform for advisers and clients alike.

How private banks can leverage technology solutions

Mario A. Bassi of Solution Providers Management Consulting looks at the opportunities and challenges for private banks to use social media and mobile technology solutions as part of their client relationships.

CEO Interview: Falcon sets sights on Asian future

Eduardo Leemann, chief executive officer of Falcon Private Bank, reveals to Hubbis his strategy for Asia, and the role he foresees for the region within his global business.



 
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