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Business Strategy

The key to Asian private banking success in 2010

Thomas Meier of Julius Baer explains why Asian private banking will be so competitive and challenging in 2010, especially in terms of the regulatory environment – and he discusses how to create clear, consistent branding.

Wealth management opportunities in China

Johnson Chng of Bain & Company discusses business opportunities within the wealth management industry in China, including the possibility of a holistic platform, the onshore and models, and the roles of different players’.

Customising Singapore's training commitment

The need for high levels of skill and competence is more important than ever before in Asia.

A 9-step brand strategy for Asia

Effective branding requires private banks to focus on how they differentiate themselves.

Taking a step-by-step approach to serving clients better

Kees Stoute of EFG Bank explains why the private banking industry in Asia must professionalise in order to take responsibility for dealing with difficult market conditions and acting in clients' best interests.

Acquiring and retaining quality advisers

Chris Van Aeken of Morgan Stanley Private Wealth Management discusses how to address the challenge of hiring, developing and keeping advisers in a sustainable way – rather than relying on the poaching mentality.

Taking advantage of synergies and an internal talent pool

Renato de Guzman of Bank of Singapore reveals his key strategic objectives for the next few years, and his plans to grow headcount in a sustainable way, following OCBC Bank’s acquisition of ING Asia Private Bank.

Coming to terms with greater scrutiny over pay and bonuses

Jon Robinson of Freshwater Advisers looks at the post-crisis trends in compensation - especially bonuses – and analyses some of the options and metrics available for institutions to measure and monitor their bankers.

Creating a pool of skilled private bankers

Bruce Von Cannon of Banque Privee Edmond de Rothschild talks about some of the ways to develop high-quality private bankers who can serve the needs of their clients while still making their relationships profitable.

Coming up with a winning private banking strategy

Chris Van Aeken of Morgan Stanley Private Wealth Management talks about some of the strategies and business models to help take advantage of the growth potential in Asia.

A global crackdown on bankers' compensation

Jon Robinson of Freshwater Advisers discusses some of the key trends in the regulation of compensation in the banking industry globally, and explains why it is now such a hot political topic.

The emergence of a new regional private banking player in Asia

Renato de Guzman of Bank of Singapore talks about OCBC Bank's acquisition of ING Asia Private Bank, explaining the value proposition of the newly-formed institution and how it differentiates itself.

An innovative way to plug the talent gap in Asia

David Crammond of Markit Asia describes the internship programme the firm has set up in Singapore, and explains why financial institutions should dedicate time and resources in this area to fill the talent gap.

Building an onshore wealth management business in China

Nicholas Tan of OCBC Bank discusses from his own experience some of the opportunities and challenges in creating a profitable and sustainable onshore wealth management platform in China.

Forming a lasting foothold in Asia

Andrew Macintosh of National Australia Bank talks about the bank’s strategy in Asia, and how it is growing its discretionary portfolio management offering for both local and expatriate clients.

The growing need for more wealth management training

Anthonia Hui of AL Wealth Partners discusses the challenges and shortfalls in training relationship managers in Asia’s wealth management industry to date, and explains some initiatives to improve the situation.

Tackling turnover and creating a competitive edge in Asia

Nicholas Tan of OCBC Bank discusses the issues of limited staff and client loyalty as a result of the highly-competitive nature of wealth management in Asia, and reveals how he is trying to provide a differentiated offering.

Building a sustainable private banking offering in Asia

Robert Cormie of CIBC Private Wealth Management Asia discusses the strategic drivers, options and considerations for international private banks looking to develop their regional franchises.

Striving to be part of Asia's bright wealth management future

Eric Frank of Thomson Reuters discusses the opportunities he sees for the development of Asia’s wealth management industry, especially in local markets, and explains how he is looking to service demand in the region.

Servicing the demand for wealth management tools

Eric Frank of Thomson Reuters describes the tools and services available for wealth managers, and reveals how he is looking to grow his platform given the different demands between regions and across markets.

Will Asia live up to its wealth management promise?

The hopes and expectations of all international financial institutions, wealth managers and private banks are clearly on Asia. But are everyone’s expectations realistic? And is the growth sustainable?

CEO Interview: Banque Privee Edmond de Rothschild

Bruce Von Cannon of Banque Privee Edmond de Rothschild explains the bank’s value proposition and offering in Asia, and reveals his overall growth ambitions.

Finding an entry point to tap India's wealthy

Hansi Mehrotra of Mercer looks at some of the key features and dynamics of India’s wealth management industry, and explains various issues and considerations for international banks looking to develop their onshore presence.

Why training and talent development is critical to success

Curdin Duschletta of UBS explains the aim and value of training and talent development in Asian wealth management, and why banks must take it seriously to capture opportunities and stand out in a competitive market.

Private banking chiefs reveal growing challenges

Finding enough of the right talent, avoiding pushy marketing and sales tactics, preparing clients for wealth transfer, and doing more to support philanthropic desires, are among the main challenges that the Asian private banking industry must address.

How to address Asia's talent shortfall and training needs

Curdin Duschletta of UBS discusses the problems associated with the lack of experienced and trained talent in Asian wealth management, and explains what the industry needs to do to plug this gap.

Creating a comprehensive and relevant training framework for Asia

Curdin Duschletta of UBS discusses the bank’s approach to training and developing its staff at all levels across its wealth management platform in Asia.

CEO Interview: EFG Bank

Albert Chiu of EFG Bank explains the firm’s value proposition and offering in Asia, including why its business model is a key differentiating factor and how he intends to leverage that going forward.

How to take advantage of Asia's wealth potential

Albert Chiu of EFG Bank looks at the opportunities for private banks in Asia – discussing EFG’s plans to set up a local business entity and explaining how global firms can actually profit from the region’s growth story.

Emerging trends in advising UHNW clients

Marco Bardelli of BDG Singapore Private discusses some of the key changes and trends in the way advisers are servicing ultra high net worth individuals (UHNWIs).



 

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