Manulife's long-term investment in the client experience
Annette King, president and chief executive officer for Manulife in Singapore, tells Hubbis about the practical ways the firm looks to differentiate its business – especially in the wealth management space – through its people, products, processes and training culture.
Driving value via technology in Asian asset management
For asset management companies in Asia, doing business is getting tougher by the day, it seems. This is largely due to the significant, ongoing regulatory changes underway, both globally and locally.
The attraction of Asia to European wealth managers
Olivier Mivelaz of Swiss-Asia Financial Services explains some of the key reasons why so many European-based independent asset management companies (IAMs) and family offices are looking to Asia for growth.
How to make the most of the wealth potential in Indonesia
At the inaugural Hubbis Indonesian Wealth Management Forum 2012 in Jakarta, around 330 industry professionals heard the views of market experts and experienced practitioners from Indonesia and across Asia on the key issues, opportunities and challenges relating to clients, processes, products, strategy and platforms.
Providing a differentiated client experience
As Indonesia’s wealth management industry becomes ever-more competitive, the key challenge for many institutions is differentiating their offering.
How to make the shift to a fee-based service
Sentiment among many professionals in Asian wealth management is towards fee-based services,but this relies on the right people, processes and culture within an organisation.
The platforms and systems needs for a successful offering
Putting in place the right technology and systems is vital in creating a successful wealth management offering in Indonesia.
Creating a more effective online and mobile offering
As firms look to continue to develop viable mobile banking solutions, managing the flow of customer data to make the offerings relevant and usable requires a significant investment in technology and other resources to ensure consistency
Making data core to an enhanced client experience
Rather than treating client data simply as a means to an end, wealth management organisations – and their frontline staff – should leverage it to provide new insights and talking points for clients.
The future role of technology in wealth management
Daniel Bardini of SunGard looks at the role and application of technology in terms of the adviser-client relationship in wealth management and private banking going forward.
Finding more meaningful ways to manage data
The challenges of gathering, managing, analysing and using data in Asian wealth management continue to mount.
Pinpointing opportunities in a tough banking landscape
Hugues Delcourt, country executive for Singapore, and chief executive officer, private banking international, Asia & Middle East, at ABN AMRO, talks to Hubbis about working within the new reality of a tougher business environment – but explains how the firm is focusing on key parts of its product and client service offerings, as well as the overall platform, to try to grow and enhance profitability.
How to enhance customer communication
Urs Tanner of Assentis Technologies explains how to improve the way an organisation communicates with its customers, and looks at how to implement this in practice.
Prioritising a discretionary future
The “holy grail” for wealth management organisations is a greater engagement by clients of discretionary mandates.
Banking won't change until banks do
The real benefits of technology will only be unleashed when banks truly put customers at the centre of what they do, says Steve Bertamini, group executive director and chief executive officer, consumer banking, at Standard Chartered.
The link between investment products and Amazon.com
Andrew Au, chief executive officer of AG Delta, explains why principles from e-commerce portals are relevant for wealth managers, too, to help them revolutionise the distribution of investment products.
Expanding the EAM concept in Asia
Anthonia Hui of AL Wealth Partners discusses the main developments and trends in expanding the external asset management model and concept in Asia.
Standard Life in Asia
Neal Armstrong of Standard Life explains the firm’s strategy in Singapore and across Asia, discussing its product offering and how it intends to compete within the region.
Creating tailored sales materials
Urs Tanner of Assentis Technologies discusses the importance of individualised sales materials and pitch-books to help organisations and advisers stand out in today’s competitive landscape.
Providing the tools for advisers to make a difference
Bill Cassidy, managing director of SEI Investments (Asia), explains some of the tools and data needs of wealth managers, from senior management to frontline advisers, to set them apart from the competition in an ever-tougher industry environment.
How iShares is refocusing its business in Asia
Jane Leung of iShares explains the firm’s ambitions and strategic objectives for growth in Asia, following a restructuring of key parts of its business and senior management.
CEO Interview: Heritage Trust Group
Angelo Venardos of Heritage Trust Group discusses the rationale and drivers for him to set up the firm, and looks at the current landscape for wealth planning in Asia.
Improving the client onboarding process
Urs Tanner of Assentis Technologies looks at what can be done to address some of the common challenges in client onboarding, and explains how to improve the process from the client’s perspective.
Pictet outlines Asian asset management ambitions
Amy Cho, managing director and regional head of business development for Asia Pacific (ex Japan) at Pictet, tells Hubbis about the firm’s strategic objectives for growing the business across the region.
How to get integration right
Mathias Schuetz, general manager, Western & Southern Europe and Asia Pacific, at Avaloq, looks at what it takes to ensure smooth interaction of new adviser technology and tools, with a view also to how requirements are likely to evolve.
The role of data in dealing with the regulatory minefield
Against the backdrop of today’s ever-changing and increasingly-complex regulatory environment, both across Asia and globally, the focus on the quality, consistency and accuracy of data needs to be sharper than ever before.
How to improve client connectivity in Asian wealth management
Improving connectivity between advisers and clients is now a priority for wealth management organisations in Asia. This is being driven by their desire – and need – to boost efficiency, provide a differentiated client experience, and ultimately enhance profitability.
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.