How to make the most of the IAM opportunities in Hong Kong
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.
The role and application of insurance for HNW clients
Thomas Vonrueti of Swiss Life explains the growing role and relevance of life insurance for high net worth individuals as part of their wealth planning.
Assessing product appetite among India's wealthy
Indian high net worth individuals and ultra high net worth individuals seem to be shying away from investing in anything they deem too risky and don’t understand.
An evolving approach to using trusts in Asia
In line with the many regulatory, tax and general transparency-driven developments globally, there is a growing focus within Asia’s advisory community on how to make the best use of trust structures as part of the various wealth planning options available to high net worth (HNW) clients.
Outlook for Asian debt markets in 2012
Michael Petit of Standard & Poor's reveals his outlook for sovereigns and corporates in Asia Pacific in 2012, including various opportunities and challenges for the region.
Fears over FATCA grow at private banks
The harsh and far-reaching reality of the US Foreign Account Tax Compliance Act (FATCA) has finally begun to dawn on many financial institutions in Asia – with only a little more than six months to go before the main regulations take effect.
Private banking training – a new direction for Hong Kong
SF Wong of the Hong Kong Securities Institute discusses the introduction of the Certified International Wealth Manager qualification in Hong Kong as part of efforts to enhance standards within private banking.
Improving the advisory capability in Asian wealth management
One of the biggest challenges for the Asian wealth management industry continues to be how it can encourage clients to think longer term, and in a more diversified way, as part of their portfolio strategies.
Digital innovation - the path to growth in Singapore banking
The economic climate, increased regulatory intervention and competitive challenges are forcing banks to embrace digital innovation as the new path to growth, says Michiel van Selm of PwC Singapore.
The role and value of insurance in financial planning
David Hughes explains how wealthy individuals – and their advisers – should use insurance and related products to meet various needs and objectives in their portfolio and overall financial plan.
Developing the right skills to be a good private banker
Urs Brutsch of Hoffmann & Partners Wealth Management explains the skills and attributes that relationship managers must develop to fit the mould of a genuine “private banker”.
The eastward flow of external asset management
Christophe Audergon of Crossinvest looks at the trends in the increasing connectivity between Switzerland and Asia, including various reasons for the eastward flow of external asset managers (EAMs) and clients.
The basics of UCITS funds
David Kingsley of Man Investments explains the main features and characteristics of UCITS structures, and the pros and cons of these types of funds.
Product development and innovation in Indian private banking
In today’s environment of volatility and uncertainty, one of the changes in the Indian private banking space is an appreciation by investors of the concept of asset allocation. This has come as investors have started to better understand the merits of looking at their portfolios from a broader and longer-term perspective.
Regulatory review - November 2011
Below is a snapshot of some of the key local and international regulatory and compliance developments in November 2011 relevant to the Asian wealth management industry.
Understanding tax issues between Hong Kong and the UK
Brendan Harper of Friends Provident International explains recent developments in tax agreements between Hong Kong and the UK, and looks at the implications for individuals.
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.
Building rapport and winning the trust of clients
Guy Mason of Simitri explains the importance of developing a connection with clients and building trusted relationships – and explains some of the techniques for achieving this.
What is the future for exchange-traded funds in Asia?
Despite the dramatic growth in exchange-traded funds (ETFs) to date in Asia, investors still have a long way to go to fully understand the real value and use of these products as investment tools if ETFs are to gain further traction across the region and start to form a larger proportion of portfolios.
HKMA issues guidance on remuneration disclosure
The Hong Kong Monetary Authority has issued a circular to authorised institutions setting out detailed guidance on remuneration disclosure.
Barbara R. Hauser解释了家族在试图确保顺利管理和转移财富时，所需考虑的因素及挑战。
The growing role of wrap platforms in wealth advice
Lim Chung Chun of iFAST Corporation discusses the features and benefits of wrap platforms, and explains why there is so much potential for them to become a bigger part of the wealth management offering.
FATCA – understanding the legislation and its impact
Mark Jansen of PricewaterhouseCoopers explains the main details and implications for both financial institutions and customers of the Foreign Account Tax Compliance Act (FATCA) enacted in the US.
Taking advantage of China's structured products potential
Thomas Fang of UBS outlines the development of the structured products market in China, and explains how some of the trends he is seeing indicate the potential opportunities as well as challenges.
Taiwan's new wealth management landscape
Calvin Tso of HSBC reveals some of the key developments and changes underway in Taiwan’s wealth management industry – especially regulatory trends and their implications for products and sales practices.
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.