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Identifying the world's leading wealth management centres

Angelo Venardos of Heritage Trust Group shares his views on the attractions and pecking order of key wealth management hubs around the world.

The benefits of structured products

Michael Hartweg of EFG Financial Products describes the benefits such as flexibility and transparency of using structured products.

Finaport aims to drive global client connectivity

Finaport's founders, Hellmut Schuemperli and Alex Borissov, talk to Hubbis about the firm's value proposition within the context of the evolving Swiss wealth management landscape - and they explain how they can play a role amid the growing connectivity between Asia and the rest of the world.

Managing the growing complexity clients face

LGT Bank's Henri Leimer, chief executive officer for Asia Pacific, and Vicky Wong, managing director and head of key client solutions, talk to Hubbis about how the bank is responding to changing client needs amid difficult economic times.

Breeding the right adviser mind-set at EFG in South-east Asia

EFG Bank's Eng Huat Kong, chief executive officer for Singapore and South-east Asia, and Gea Hong Tho, head of private banking in South-east Asia and deputy chief executive in the Singapore branch, explain to Hubbis how the bank is looking to build its regional offering, and outline the profile of the right adviser for the firm.

Citi: digging deeper for a more relevant wealth offering

Paul Hodes, head of wealth management for the consumer bank at Citibank in Asia Pacific, talks to Hubbis about how the bank customises the advice it gives clients.

How Citi brings best-of-breed to Asian clients

Paul Hodes, head of wealth management for the consumer bank at Citibank in Asia Pacific, reveals the bank's success story in delivering value to clients.

Principal investments and private equity in Asia

James Mak of Macquarie Capital looks at how to access principal investments and private equity in key Asian markets.

Opportunities for investing in India

Amit Shah of IIFL Capital discusses the opportunities India presents to investors, and what they must consider in the process.

Lombard Odier eyes fee-based focus in Asia's polarised landscape

Vincent Duhamel, head of Asia Pacific and Japan at Lombard Odier Darier Hentsch, talks to Hubbis about which banking models he thinks will stand the test of time in the region - and why those opportunistic players which build infrastructure they cannot maintain are doomed to fall short.

EFG targets more focused and scalable future in Asia

Albert Chiu chief executive for EFG Bank in Asia Pacific, explains to Hubbis how the "new look" structure for the organisation will enable it to be more profitable in the region - along with its approaches of allying with EFG Asset Management to provide more targeted investments, as well as offering family office-style services, more investment banking-type products, and inter-generational solutions.

The Chinatrust approach to private client advisory

Dennis Harhalakis, head of products and services, private banking at Chinatrust Commercial Bank, talks to Hubbis about the bank's approach to advising its clients, as well as around fees.

Creating a compelling offering for Chinese clients

Helen Kan, executive director, alternate chief executive officer and group head of personal & business banking at China CITIC Bank International (CNCBI), speaks to Hubbis about the approach the bank is taking to serving mainland Chinese clients in Hong Kong, and outlines the opportunities she sees in this space.

A measured and localised approach to Asian private banking

Bruce Von Cannon, chief executive officer at Banque Privee Edmond de Rothschild in Hong Kong, shares with Hubbis his perspective on Asian private banking - including forthcoming opportunities both for the industry and his own firm.

How LGT Bank maintains a unique culture

LGT Bank's Henri Leimer, chief executive officer for Asia Pacific, and Vicky Wong, managing director and head of key client solutions, tell Hubbis how the bank has been able to maintain its culture and value proposition in the face of pressures from rapidly-changing markets and the post-crisis industry landscape.

The strategic importance of learning and development

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.

Maintaining reputation through learning and development

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.

Strategies for independent firms to flourish in Asia

David Reymond, market head for Asia, independent asset managers (IAMs) & global custody, at Bank Julius Baer, explains why he expects to see the independent model flourish in the region - and reveals how these firms will be able to grow sustainably.

Regulation and costs force more rational approach to Asian growth

Patrick Dreyfuss, deputy regional chief executive officer for Societe Generale Private Banking in Asia Pacific, talks to Hubbis about the implications of the many pressures on the industry today - and how his organisation is looking to adapt its offering.

Moving beyond the manual approach to data

Lionel Biennier, managing director and head of business development for Asia Pacific at TeamWork Management, discusses why the manual approach to data analysis and reporting is a thing of the past, and what independent firms are looking for in 2013.

Finding technology-driven business solutions

Leading technology and operations practitioners came together in Singapore in March to discuss trends, opportunities and challenges in relation to finding business solutions through the smart use of technology and software - at a roundtable organised by Hubbis and co-hosted by Assentis Technologies.

Product platforms in India - where to from here?

India's wealth management industry has taken a new turn in terms of the products available in the market, with a trend for simpler, more solution-oriented products. Industry players have various approaches to product selection.

Weighing approaches to training and educating advisers

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.

India's call for simpler products and more coherent marketing

Simpler products and more alignment of industry initiatives around marketing activities and education are key priorities for industry players in 2013.

Distribution model to prevail in Indian retail segment

Banks and IFAs looking to generate interest amongst retail customers in mutual funds and insurance products are likely to retain the distribution model, looking at embedding advice into products they offer.

Shaping Asia's family-office future

William Chan, founder and chief executive officer of Stamford Privee, talks to Hubbis about the current global landscape for family offices - as well as expected trends and opportunities in Asia.

Delivering the IAM value proposition

Marc Geary, head of private wealth management and family office services at Harris Fraser Group, talks to Hubbis about the need for more client education about independent models as well as the need more broadly for more transparency in Asian wealth management.

The future of wealth management in Malaysia

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.

How Fidelity is evolving its funds distribution model

Bruno Lee, regional head of retail for Fidelity Worldwide Investment in Asia Pacific ex-Japan, tells Hubbis how the firm is now targeting end-clients directly with what it believes is a new way to distribute a broader offering of mutual funds.

Creating winning independent product offerings

Having in place investment processes and generating performance which meet client expectations are a result of taking a client-centric approach, according to panel speakers at Hubbis' inaugural Independent Wealth Management Forum 2013 in Singapore in mid-March.



 

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