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.
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.
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.
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.
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.
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'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.
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.
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。
Philipp Piaz of Finaport reveals the traits, skills and characteristics of successful relationship managers (RMs) in Asian private banking and wealth management today.
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.
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.
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.
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.
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.
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.
The Hong Kong government plans to develop the territory into a private banking hub in Asia by working in partnership with the industry.
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.
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.
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.
Anthonia Hui of AL Wealth Partners explains the aim and membership process for the Association of Independent Asset Managers (AIAM) in Singapore.
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.
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.
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.
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.
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.