Hanspeter Wolf, chief executive officer of Appway, talks to Hubbis about how and why banks need to embrace tools which help them more efficiently onboard clients, to ensure their processes in this area are as quick and low-cost as possible, to offer a compelling and differentiated client experience.
Adam Cowperthwaite of Daiwa Capital Markets explains the key features of capital guaranteed products, in particular the risks and issues for investors to consider – both when buying and selling them.
Marcel Kreis of Credit Suisse reveals the firm’s strategic objectives for its Asian private banking business over the next 12 months, and explains how – in today’s environment – it is striving to differentiate itself and lure clients.
Marco Bardelli of BDG Singapore explains a typical day as a chief executive officer of an independent asset management company, including how to be effective in this role.
Mykolas Rambus, chief executive officer of Wealth-X, talks to Hubbis about how he thinks private banks and other firms targeting ultra high net worth individuals should adapt their models and priorities to provide value in today’s environment.
In response to a request from the US Internal Revenue Service, Credit Suisse has confirmed it revealed some of its US clients’ names to the local tax authorities, according to news reports.
Below is a snapshot of some of the key local and international regulatory and compliance developments in October 2011 relevant to the Asian wealth management industry.
China’s banking regulator has released a new rule to regulate commercial banks’ wealth management business, in relation to risk management and the sales process.
How to control client advisers is a greater source of debate and concern than ever before as private banks continue to struggle with the complex and uncertain regulatory and compliance landscape which is the new reality in Asian wealth management.
Mario Casty, business development manager for Expersoft Systems in Asia Pacific, talks to Hubbis about the region’s potential, but also identifies some of the different approaches which are required to be successful.
Amid today’s challenging and volatile markets, Bryan Henning, managing director and head of global research and investments for Barclays Wealth in Asia, talks to Hubbis about trends, opportunities and challenges in structured products, and looks at how investors can use them most effectively.
Geoff Howie of SGX explains some of the latest developments in the ETF space in Asia, including investor appetite and general market drivers.
A team of analysts, tax experts and investigators has come together at the UK’s HM Revenue & Customs as a new unit to crack down on offshore tax cheats.
Atul Singh of Merrill Lynch Wealth Management explains how to grab a greater share of clients’ minds and wallets.
Vincent Duhamel, head of Asia Pacific and Japan at Lombard Odier Darier Hentsch, outlines what Swiss and other private banks must do in today’s new-look private banking landscape to adapt their business models in order to be successful.
Sidney Sze of the Society of Registered Financial Planners talks about some of the issues and challenges which independent financial advisers face in the current market environment.
Christian Stewart of Family Legacy Asia explains how families can put in place a solid and sustainable governance system for family-owned businesses, to ensure their smooth running and avoid conflict.
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.
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.
Chris Kaye of BCG explains how advisers can use insurance, and the various products available, to help individuals effectively meet certain needs and goals they have at different stages of their life.
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.
As most private wealth managers race to scale their businesses in Asia, Philip Jehle of Lombard Odier is adamant that maintaining the firm’s 200-year old conservative advisory style will prove successful in a market where he thinks many players will fall short of expectations.
Solution Providers Management Consulting的Mario A. Bassi阐释私人银行怎样利用科技在竞争中脱颖而出，同时培养员工的忠诚度。
Keith Black of CAIA discuses recent trends and developments in allocations to alternative investments in today’s market environment.
In Part 1 of this three-part product briefing, market practitioners talk about the key features and characteristics of high yield bonds – including why companies issue them, basic structures and related issues, the main risks, and the history of the market globally and in Asia.
In Part 2 of this product briefing, experienced market practitioners look at the history of private equity in Asia, as well as explain the fund cycle and deal-structuring process, including key players, fundraising, deal selection, due diligence and exit options.
Marcus Leese of Ogier explains a typical day for a lawyer in private practice, including the career progression and changes along the way, as well as what it takes to be successful.