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Proper wealth planning

Jonathan Hubbard, head of wealth planning at UBS Wealth Management in Asia, explains how high net worth (HNW) individuals in Asia should view and use trusts.

Delivering effective messages to clients

Paul Nash, director of business development at Solace Systems in South-east Asia, explains to Hubbis the value to wealth managers of high-performance messaging and information flows.

A day-in-the-life: private practice lawyer – Marcus Leese

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.

理解投资者的性格和行为

巴克莱财富管理公司的Greg Davies解释行为金融学在财富管理,特别在区分不同投资者的性格方面发挥的实际作用。

Switzerland offers multi-billion dollar deal to settle US tax claims

According to a report by Reuters, the Swiss government has proposed a multi-billion dollar settlement with US authorities over allegations that it helped wealthy Americans avoid US taxes.

货币投资中的问题和机遇

安本资产管理公司的Peter Elston探讨货币市场的趋势和机遇,并解释可供投资者考量的多重因素,以确保其投资策略合理、可靠。

How to use trusts for family planning

Christian Stewart of Family Legacy Asia assesses the use of trusts as part of wealth planning for families, and explains the most effective way to use this tool in this succession process.

Lombard Odier takes community approach to EAM success

Lombard Odier's Olivier Collombin, head of independent asset managers, Geneva, and Michael Ley, in charge of business development for independent asset managers and family offices, talk to Hubbis about how the firm has engaged this part of the wealth management community to develop its global business, including offering a networking platform that can help organisations meet strategic goals.

Managing multi-jurisdictional wealth

Barbara R. Hauser of Barbara R Hauser LLC discusses the various steps and challenges involved in helping families manage their multi-jurisdictional wealth in an effective and sustainable way.

中国第三方理财机构现状

高傅(上海)投资咨询的廖旋解释了第三方理财的商业模式以及提供的产品和服务。她谈到客户教育和寻找合适人才是第三方理财机构在中国面临的挑战。她希望监管机构能够加强规范以帮助这个行业健康发展。

How to be a good relationship manager

Philipp Piaz of Finaport reveals the traits, skills and characteristics of successful relationship managers (RMs) in Asian private banking and wealth management today.

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.

私人银行家的成功要素

新加坡管理大学的Ser-Keng Ang阐述优秀私人银行家必备的几大特征,并概述人们如何在竞争激烈的市场中脱颖而出。

Excellence in Asian Wealth Management Award: Emily Chan

It is refreshing to walk in to the reception of Coutts at its offices in One Raffles Quay in Singapore. Yet this positive first impression has nothing to do with the décor, artwork or other fittings or furnishings typical of a private bank. Instead, it is all about the warmth of the welcome you get.

How to build a sustainable private banking business

Marcel Kreis of Credit Suisse explores effective approaches to client segmentation, fee structures and other components of successful private banking to create the right business model for Asia.

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.

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.

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 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.

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.

让理财顾问更成功的十条经验

在当今的市场环境下,各种不确定性困扰着投资者,再加上客户同银行经理建立信任的过程复杂而缓慢,找到一种方式领先于同侪是任何客户经理成功的关键。

UBS steers towards more scalable and active advisory offering

Alexander Kobler, regional head of investment products and services for UBS Wealth Management in Asia Pacific, discusses how the advisory model is increasingly been driven by more focused and active asset allocation decisions, enhanced by smarter and more industrialised technology offerings.

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.

Creating an common purpose for EAMs

Anthonia Hui of AL Wealth Partners explains the aim and membership process for the Association of Independent Asset Managers (AIAM) in Singapore.

The evolution of wealth planning in Asia

Angelo Venardos of Heritage Trust looks at some of the key trends and challenges in wealth planning in Asia today, including what he calls a jurisdictional arbitrage between Hong Kong and Singapore.

Tackling behavioural biases

In Part 2 of this documentary, market practitioners reveal some of the key behavioural biases which Asian investors suffer, and explain how advisers can try to help their clients overcome them.

了解共同基金费用

晨星公司的Larry Cao解释投资者购买共同基金时需要支付的各种费用,并探讨他们需要牢记的问题。

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.

CEO Interview: Exploiting niches key to Bank Hapoalim's strategy

As the only Israeli bank with a foothold in Asia, Bank Hapoalim can clearly differentiate its regional offering – both for the clients as well as the advisers it is looking to attract.

Former UBS head of wealth management challenges UK fine

UBS’ former UK head of wealth management has challenged the ability of the country’s watchdog to punish senior executives for insufficient supervision, according to a news report.



 

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