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.
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.
William Ahern of Family Capital Conservation looks at developments in Hong Kong to enhance the anti-money laundering regime for providers of wealth planning services.
Hanspeter Brunner of BSI Bank reveals some of the unique cultural and other characteristics of the firm, as well as its strategic objectives in Asia.
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.
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.
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.
Carolyn Leng of CIMB Private Banking explains the key aspects of her business, including how it has developed, the main drivers, the client acquisition process, and challenges in growing the platform.
Stephan Repkow, chief executive officer, private banking, at Union Bancaire Privee (UBP) in Asia, explains the firm’s business model and approach, and discusses how it is positioning itself in Asia to take advantage of the many opportunities it sees – but in a sustainable way.
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.
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.
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.
Peter Lee of Veco Invest Asia explains the key strengths of the firm in the region, including how it can make the most of the opportunities locally and also what it looks for in custodians.
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 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.
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.
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.
Esther Heer, deputy chief executive officer of BSI Bank in Asia, explains to Hubbis how the firm is pursuing a model to deliver discretionary advice as a core offering, and reveals what it takes to make this a success.
David Kingsley of Man Investments explains the main features and characteristics of UCITS structures, and the pros and cons of these types of funds.
Below is a snapshot of some of the key local and international regulatory and compliance developments in August 2011 which are relevant to the Asian wealth management industry.
Angelo Venardos, chief executive officer of Heritage Trust Services, looks at some of the key differences in trust regimes, and broader wealth planning options, between Singapore and Hong Kong – and what this means for the attractiveness and competitiveness of each jurisdiction.
Stefano Fiala of Veco Invest explains why the external asset management (EAM) business has been able to flourish in Switzerland, and looks at how the industry has educated clients accordingly.
