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Being a leader

Andrew Bryant of Self Leadership International explains what leadership means and its significance within organisations, and also looks at becoming a leader.

A day-in-the-life: CEO – Claude Haberer

Claude Haberer of Pictet & Cie explains a typical day for a chief executive officer within a boutique private bank, including the various components of success and how to position oneself for such a role.

How to select a trustee

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.

Investing in RMB bonds

Henry Wong of BEA Union Investment Management Limited looks at developments, opportunities and challenges for RMB bonds, and considerations for investors.

How private banks can leverage technology solutions

Mario A. Bassi of Solution Providers Management Consulting looks at the opportunities and challenges for private banks to use social media and mobile technology solutions as part of their client relationships.

Julius Baer's technology tailwind

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.

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.

How the right software can differentiate the client offering

Colin Day, vice president, global banking solutions, Ambit at SunGard, and Daniel Bardini, chief operating officer for SunGard’s Ambit Private Banking business unit, talk to Hubbis about how the approach to technology and software solutions is evolving in the Swiss private banking market, and explain what is required to provide the right offering in Asian wealth management.

Finding a suitable wealth planning regime

Angelo Venardos, chief executive officer of Heritage Trust Services, looks at some of the key differences in trust regimes, and broader wealth planning options, between Singapore and Hong Kong – and what this means for the attractiveness and competitiveness of each jurisdiction.

Making client reporting a key differentiator

Urs Tanner, chief executive officer for Assentis Technologies, looks at the direction private banks should move in to ensure their investment reporting meets evolving client needs – as well as providing a clear point of differentiation.

Operational priorities in Asian private banking

Hasan Rauf of Omgeo talks to Hubbis about some of the operational challenges in the private banking industry in Asia, and looks at issues relating to risk mitigation.

How can you enhance the client experience in 2012?

Amid the many challenges private banks face as they chart their course in 2012, two ways they can look to differentiate themselves include professionalising the role of relationship managers on the one hand, and using technology as a way to enhance the client experience on the other.

科技让你脱颖而出

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。

Developing your own leadership style

Andrew Bryant of Self Leadership International looks at what it takes for people to develop their own leadership style and work towards being a successful leader.

Wealth planning trends in mainland China

Marcus Leese of Ogier looks at some of the trends and developments in estate and succession planning in mainland China, including key characteristics of the local market.

Hong Kong boosts AML standards for wealth planning providers

William Ahern of Family Capital Conservation looks at developments in Hong Kong to enhance the anti-money laundering regime for providers of wealth planning services.

The importance of estate 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.

Opportunities for wine investing in Asia

Peter Lunzer of Lunzer Wine Investments looks at opportunities and challenges for wine investing in Asia, and addresses common mis-understandings

Assessing the new independent wealth model for Asia

At a roundtable discussion in Singapore in mid-December, co-hosted by Hubbis and J.P Morgan, many of the leading local EAM practitioners, including key representatives of the recently-launched Association of Independent Asset Managers, discussed and debated the various opportunities and challenges in this space.

Asia's training and talent development challenges

Francis Koh, professor of the Finance Practice, and director, MSc in Wealth Management, at Singapore Management University, talks exclusively to Hubbis about the various options for wealth management firms and private banks to address the training and education challenges in Asia today.

Where next for Asian wealth management?

Francis Koh, professor of the Finance Practice, and director, MSc in Wealth Management, at Singapore Management University, talks exclusively to Hubbis about his outlook for Asia’s wealth management industry, and the role of Singapore as a regional hub.

Why self-development is critical to success

Andrew Bryant of Self Leadership International discusses how people can develop themselves, and looks at the importance of being challenged to ensure they take the initiative in doing so.

How to invest in volatile and uncertain markets

Christophe Reech of Reech AiM Partners discusses some of the options, opportunities and risks for investors in volatile and uncertain markets.

CEO Interview: BDG Singapore's Asia strategy

Marco Bardelli of BDG Singapore reveals the firm’s growth strategy in Asia, especially in relation to getting more assets from local clients as it educates them further about its services and approach to asset allocation.

Understanding private trust companies

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.

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.

恰当的财富规划

瑞银(亚洲)财富管理的财富规划主管Jonathan Hubbard,阐释亚洲的高净值人士应该如何看待和运用信托。

Where to invest in 2012

Didier Duret, global chief investment officer for ABN AMRO Private Banking, discusses his outlook for investment opportunities in 2012, and looks at what to expect against a backdrop of subdued returns expectations as a result of last year’s volatility.

How to use and manage private trust companies

William Ahern of Family Capital Conservation looks at some of the main misconceptions around private trust companies, and explains how to overcome these.

How to be a better communicator

Andrew Bryant of Self Leadership International looks at the characteristics of good communication, and the traits of good communicators, and explains how to improve dialogue with clients and other people.



 


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