Guide to Investing in India 2013
In April 2013, we produced our inaugural Guide to Investing in India 2013.
In April 2013, we produced our inaugural Guide to Investing in India 2013.
Angelo Venardos of Heritage Trust Group shares his views on the attractions and pecking order of key wealth management hubs around the world.
Nick Pollard of Coutts explains how his organisation is striving to achieve a consistent level of understanding among employees - in terms of areas such as product knowledge and soft skills.
Nick Pollard of Coutts explains the responsibility that practitioners have to maintain the reputation of the industry and their organisations - which can be achieved through relevant and effective training.
Banks and other wealth management organisations in India have varying approaches to training and educating advisers, with solutions ranging from online learning modules to weekend schools.
High-profile practitioners in the Malaysian market came together at a roundtable in KL organised by Hubbis, to discuss and debate key trends, opportunities and challenges for the wealth management industry in 2013 and beyond.
As more and more banks vie to enter and grab their share of Thailands developing wealth management industry, they shouldnt under-estimate the size of the task ahead of them.
As Indonesia’s wealth management market continues to flourish and grow, there is an ever-growing need for infrastructure to enable firms to take advantage of the opportunities.
As the Asian wealth management industry confronts the many challenges it faces from internal and external forces, being able to provide solid, reliable and credible advice is where firms can really stand out and add value to their clients.
Hubbis talks to an experienced client adviser about the systems and software he thinks are required to help him service clients more effectively and productively.
Edward Lopez of SunGard explains some of the typical activities and issues he faces on a daily basis as the firm looks to enter new markets with new solutions in Asia.
It is refreshing to walk in to the reception of Coutts at its offices in One Raffles Quay in Singapore. Yet this positive first impression has nothing to do with the décor, artwork or other fittings or furnishings typical of a private bank. Instead, it is all about the warmth of the welcome you get.
Xav Feng of Lipper explains a typical day in his life as a fund research specialist, and the relevance and significance of this in today’s investment environment.
Jonathan Hubbard of UBS Wealth Management explains what his role involves as head of the firm’s wealth planning business in Asia, and looks at how to effectively work with other parts of the organisation.
Markus Tanner, managing director and senior talent development partner for UBS Wealth Management, explains to Hubbis what the firm is doing around the world to adapt and refresh its learning and development initiatives and culture to today’s ever-more demanding HNW clients.
Dr Fred Davies of Insa Investment Software explains a typical day in his life running an international software company focused on servicing independent wealth management companies.
Fan Choi of Coutts explains a typical day in her life as a wealth planning practitioner, and looks at what it takes to be successful in this role, especially as it changes in today’s environment.
Sharat Shroff of Matthews Asia explains a typical day in his life as a portfolio manager on a research trip in Asia.
David Bellingham of Professional Investment Advisory Services explains the typical day in his life as a chief executive officer of a leading independent advisory firm.
David Bellingham of Professional Investment Advisory Services discusses some of the key trends and influences in terms of how advice is being sought and delivered in Asian wealth management today.
Kees Stoute, a 19-year veteran of the Asian private banking industry, and until recently managing director of EFG in Singapore, is the inaugural winner of the Hubbis Recognition of Excellence in Asian Wealth Management Award.
Marcus Svedberg of East Capital discusses the impact of the Eurozone crisis on investor sentiment, and his outlook going forward.
Nicolas Robin of Threadneedle Investments explains the typical role of a fund manager, including the skills, knowledge and processes involved in being successful.
Marcus Svedberg of East Capital explains the typical role of a macro economist and political analyst, including what it takes to be successful.
Urs Brutsch of HP Wealth Management looks at some of the issues in the evolution of private banking in Asia, and discusses what is required to make the industry more profitable and sustainable going forward.
Marc Lansonneur of Societe Generale Private Banking explains the typical role of someone who runs regional investment and product teams, including the skills and processes involved to be successful.
At a roundtable discussion in Hong Kong in March 2012, co-hosted by Hubbis and J.P. Morgan, some of the leading EAM / IAM companies in Hong Kong came together to discuss and debate the various opportunities and challenges they face as part of this evolving segment of the local wealth management landscape.
Hrishikesh Parandekar of Karvy Private Wealth explains how he has tried to overcome the challenge of finding and retaining staff in India, and to ensure they develop the right relationships with clients.
The Hong Kong government plans to develop the territory into a private banking hub in Asia by working in partnership with the industry.
Hrishikesh Parandekar of Karvy Private Wealth discusses the challenges arising from the regulatory environment in India, and explains how to deal with various uncertainties.