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.
How to differentiate your product offering
Given the uncertainty and volatility in the global markets, clients are getting more conservative and defensive, demanding a higher degree of transparency and yield.
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.
Understanding yield-enhancing products
James R Rieger of S&P Indices looks at how investors can create income within their portfolios, and explains issues and considerations to bear in mind around yield and also inflation.
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.
Structured products trends in Asia
Fabian DePrey of RBC Capital Markets explains some of the current trends in structured products in Asia, including what private banks now expect from product manufacturers, and how to ensure suitability.
How to add value in your job
Andrew Bryant of Self Leadership International explains how individuals can get more emotionally engaged in their jobs, and in turn how they can add more value to both clients and employers.
How Hong Kong aims to become a private banking hub
The Hong Kong government plans to develop the territory into a private banking hub in Asia by working in partnership with the industry.
Dealing with India's evolving regulatory environment
Hrishikesh Parandekar of Karvy Private Wealth discusses the challenges arising from the regulatory environment in India, and explains how to deal with various uncertainties.
Setting and achieving goals successfully
Andrew Bryant of Self Leadership International explains how individuals can set and work towards achieving specific goals, and avoid falling short of these objectives.
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.
The role of wine in an investment portfolio
Peter Lunzer of Lunzer Wine Investments explains the role and application of wine in an investor’s portfolio, as well as how to discuss investing in this commodity with clients.
The realities of being a private banker
Keith Harrison of Bank Hapoalim explains the role and responsibilities of a private banker, and reveals the building blocks of a successful career in the industry today.
How to be a better communicator
Andrew Bryant of Self Leadership International looks at the characteristics of good communication, and the traits of good communicators, and explains how to improve dialogue with clients and other people.
How to use and manage private trust companies
William Ahern of Family Capital Conservation looks at some of the main misconceptions around private trust companies, and explains how to overcome these.
Where to invest in 2012
Didier Duret, global chief investment officer for ABN AMRO Private Banking, discusses his outlook for investment opportunities in 2012, and looks at what to expect against a backdrop of subdued returns expectations as a result of last year’s volatility.
A day-in-the-life: ratings analyst – Michael Petit
Michael Petit of Standard & Poor's explains a typical day in the life of a ratings analyst, as well as what it takes to be successful in this role.
Understanding private trust companies
William Ahern of Family Capital Conservation explains the main features and characteristics of private trust companies, and looks at why they are increasingly popular in Asia.
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.
How to invest in volatile and uncertain markets
Christophe Reech of Reech AiM Partners discusses some of the options, opportunities and risks for investors in volatile and uncertain markets.
Why self-development is critical to success
Andrew Bryant of Self Leadership International discusses how people can develop themselves, and looks at the importance of being challenged to ensure they take the initiative in doing so.
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.
Asia's training and talent development challenges
Francis Koh, professor of the Finance Practice, and director, MSc in Wealth Management, at Singapore Management University, talks exclusively to Hubbis about the various options for wealth management firms and private banks to address the training and education challenges in Asia today.
Assessing the new independent wealth model for Asia
At a roundtable discussion in Singapore in mid-December, co-hosted by Hubbis and J.P Morgan, many of the leading local EAM practitioners, including key representatives of the recently-launched Association of Independent Asset Managers, discussed and debated the various opportunities and challenges in this space.