Fan Choi of Coutts explains a typical day in her life as a wealth planning practitioner, and looks at what it takes to be successful in this role, especially as it changes in today’s environment.
Arun Abey of ipac Securities explains the basics of behavioural finance, discussing some key findings of recent research in this area and looking at the influence of various biases on investment decision-making.
According to local news sources, the Indian government has appointed 12 teams to probe undisclosed offshore accounts allegedly held by almost 700 Indian citizens in the Swiss arm of HSBC.
As much as CHF47 billion – about 2.3% of total offshore assets under management in Switzerland – might be lost before the implementation of Switzerland’s new withholding tax agreements with Germany and the UK, due to withdrawals and tax payments, according to a new study.
Following the arrival of Jimmy Lee in March 2009 to head Clariden Leu’s Asian business, the firm has been making a stream of new, targeted recruits as it pursues a clear growth strategy in the region.
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.
William Ahern of Family Capital Conservation explains the main features and characteristics of private trust companies, and looks at why they are increasingly popular in Asia.
The debate over the extent to which the future of wealth management and private banking in Asia rests on having an onshore business continues unabated. As firms carve out their own niches, they have a multitude of options to consider.
Alan Luk, head of private banking and trust services at Hang Seng Bank, talks to Hubbis about some of the key challenges for private banks as they look to operate within more demanding regulatory and business environments, and he explains the growing appeal of local players.
Hong Kong’s Securities and Futures Commission (SFC) is focused on ensuring the quality – not quantity – of its rules and regulations, and in turn enhancing the market for all participants, according to Mark Steward, executive director of enforcement.
罗兰贝格的曲向军介绍了中国财富市场的发展情况。他介绍说市场上主要的机构所面临的挑战都是人才的挑战。他还提到了高资产客户对财富管理的需求以及怎样在这个市场上做到不同。
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.
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.
Albert Chiu of EFG Bank explains the firm’s value proposition and offering in Asia, including why its business model is a key differentiating factor and how he intends to leverage that going forward.
Greg B. Davies of Barclays Wealth reveals the value and application of the firm’s financial personality assessment tool, and explains how behavioural finance can be used practically.
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.
Adam Tejpaul, head of investments at J.P. Morgan Private Bank in Asia, talks to Hubbis about the importance of discretionary mandates for the region’s wealthy, and what it takes to encourage clients to put their money in someone else's hands.
Andrew Bryant of Self Leadership International explains how individuals can set and work towards achieving specific goals, and avoid falling short of these objectives.
Keith Harrison of Bank Hapoalim explains a typical day for a chief executive officer within a private bank, including the activities, challenges and responsibilities, as well as how the role has changed in recent years.
Olivier Crespin of DBS reveals how the bank is enhancing its technology and broader private banking platform as part of the evolution of its overall service offering and value proposition.
Nigel Rivers, managing director of TMF Group in Hong Kong, and the regional director of private clients in Asia Pacific, outlines how the increasing focus on inter-generational wealth transfer and the many considerations around planning for future generations is influencing how HNW clients today are thinking about how they manage and plan their wealth.
Bernard Fung, head of family office services and philanthropy advisory within Credit Suisse’s private banking division in Asia Pacific, talks to Hubbis about the increasing realisation and action by HNW clients – and especially family business founder-leaders – in relation to succession planning.
Elizabeth Thomson of ICS TRUST explains why it is so important for families and individuals to have in place an estate plan, and looks at some of the problems which arise from not being prepared.
Sutapa Banerjee of Ambit Capital explains the skills and knowledge that relationship managers need to be successful in the Indian wealth management market.
Markus Kobler, deputy chief executive officer for Bank Julius Baer in Singapore, and its regional chief operating officer for Asia, discusses the firm’s ongoing commitment to IT development and operational efficiency to create tools and processes that enhance the usability, speed and relevance of the platform for advisers and clients alike.
In Part 2 of this three-part product briefing, experienced market practitioners explain some of the ways that the equity derivatives market works – including key developments in Asia, the role of product manufacturers, factors affecting option pricing, and risks and issues to consider when buying options.
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.
Memo Dener, chief executive officer of axeed, explains to Hubbis how the firm can help wealth management organisations of all types use their own information more effectively – for the benefit of the business as well as clients.
Elizabeth Thomson of ICS TRUST looks at the different types of trust companies and individual trustees, and explains how families and individuals can choose the right one for them.
