How to stand out through streamlined client onboarding
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.
Meeting wealth objectives via insurance
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.
The art of asking clients questions
Anthonia Hui of AL Wealth Partners explains why it is so critical to ask clients questions, and outlines the types of questions which work as well as the approaches that wealth managers should adopt.
Re-defining performance for private clients
It seems that Asia’s notoriously-speculative investor base is seeing value – for many of them for the first time – in properly-diversified portfolios and more measured returns.
CEO Interview: Merrill Lynch Wealth Management, India
Atul Singh of Merrill Lynch Wealth Management explains how to grab a greater share of clients’ minds and wallets.
Regulatory review - January 2013
Below is a snapshot of some of the key local and international regulatory and compliance developments in January 2013 relevant to the Asian wealth management industry.
ETFs in Asia – investor appetite and drivers
Geoff Howie of SGX explains some of the latest developments in the ETF space in Asia, including investor appetite and general market drivers.
The value of independent wealth advice
In Part 1 of this documentary, market practitioners explain the purpose and growing role of independent asset management firms in Asia, focusing on key aspects of their business model such as distinguishing features, fee structures, the investment process, and general benefits for clients.
Understanding capital guaranteed products
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.
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.
The role of insurance companies in wealth management
Some wealth management practitioners say they find it difficult to make the case to clients that they're getting significant value for money through buying insurance products. Indeed, the industry – even by its own admission – must do more to meet investors’ expectations, in terms of transparency and fair dealing.
What the global tax crackdown means in practice
Edmund Leow of Baker & McKenzie.Wong & Leow explains some of the main implications of recent moves towards governments sharing more tax information about wealthy individuals.
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.
A streamlined EFG eyes cost-conscious growth
John Williamson, chief executive officer of EFG International, tells Hubbis how the firm is charting a course that involves growth in strategic emerging markets but with much more discipline in relation to costs – starting with a cost-income ratio target of 75% for 2014.
Finding opportunities for structured products in Asia today
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.
A growing appetite for convertible bonds in Asia
Mark Wightman of SunGard looks at the growing demand for convertible bonds among private clients in Asia, and explains how wealth managers can sell these products appropriately.
Building portfolios for a new investor mindset
In Part 1 of this documentary, practitioners discuss the growing role, importance and integration of asset allocation & behavioural finance to create robust portfolios.
Behavioural finance – investor attitudes to wealth
Peter Brooks of Barclays Wealth looks at the desire for more financial discipline across Asia, and explains what the key findings from a recent global survey highlight about behavioural biases of wealthy individuals.
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。
Why training and talent development is critical to success
Curdin Duschletta of UBS explains the aim and value of training and talent development in Asian wealth management, and why banks must take it seriously to capture opportunities and stand out in a competitive market.
Inside the BNP Paribas philosophy
Mignonne Cheng, chairman and chief executive officer of BNP Paribas Wealth Management, Asia Pacific, reveals her strategy against the backdrop of one of the toughest periods for the industry in its history in this region.
What value means to clients today
As the approach of many HNW individuals to their wealth management relationships and portfolios becomes ever-more rational and professional, private banks and other advisory firms must make sure they understand what value now means to their clients – and then provide it.
The link between investment products and Amazon.com
Andrew Au, chief executive officer of AG Delta, explains why principles from e-commerce portals are relevant for wealth managers, too, to help them revolutionise the distribution of investment products.
A growing focus on wealth planning advice
Angelo Venardos of Heritage Trust looks at how and why wealth planning is becoming more important in Asia, and how discussions with clients are evolving.
How to stay relevant in the new world of private banking
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.
CEO Interview: Pictet's pressure of quality, not quantity
After a 30-year tenure within a global universal banking model, Claude Haberer decided it was time to take a more focused approach if he was to further develop his private banking career.
Positioning the independent wealth model
Christophe Audergon of Crossinvest discusses the role and value of external asset managers (EAMs), both in terms of providing investment performance and also the growth of the Asian market more generally.