Swiss merger to create leading independent asset manager
Infidar Investment Advisory, part of the Julius Baer Group, and WMPartners Wealth Management, have announced plans to merge, to create one of the largest independent asset management companies in Switzerland.
Creating a successful independent wealth model
Steve Knabl of Swiss Asia Financial Services discusses the independent asset management model, including its stage of development in the region and the outlook.
A multi-pronged strategy to woo financial intermediaries
UBS Wealth Management has adopted a selective, multi-pronged approach to how it engages and services the increasingly large and influential community of independent wealth managers and other financial intermediaries in Asia.
Striving to create stronger partnerships with IAMs
Mandeep Nalwa of Taurus Wealth Advisors discusses some of the key reasons why the independent asset management model benefits clients and private banks alike.
OLZ Wealth Management closes Singapore office
OLZ Wealth Management has decided to close in Singapore - and in the process Sandro Steiner, managing partner of the office, has resigned.
HP Wealth Management bolsters investment team
Stephanie Lim, previously chief investment officer of UBI Capital Singapore, is joining independent asset management company HP Wealth Management as a senior portfolio management.
The benefits of structured products
Michael Hartweg of EFG Financial Products describes the benefits such as flexibility and transparency of using structured products.
Finaport aims to drive global client connectivity
Finaport's founders, Hellmut Schuemperli and Alex Borissov, talk to Hubbis about the firm's value proposition within the context of the evolving Swiss wealth management landscape - and they explain how they can play a role amid the growing connectivity between Asia and the rest of the world.
Strategies for independent firms to flourish in Asia
David Reymond, market head for Asia, independent asset managers (IAMs) & global custody, at Bank Julius Baer, explains why he expects to see the independent model flourish in the region - and reveals how these firms will be able to grow sustainably.
Shaping Asia's family-office future
William Chan, founder and chief executive officer of Stamford Privee, talks to Hubbis about the current global landscape for family offices - as well as expected trends and opportunities in Asia.
Delivering the IAM value proposition
Marc Geary, head of private wealth management and family office services at Harris Fraser Group, talks to Hubbis about the need for more client education about independent models as well as the need more broadly for more transparency in Asian wealth management.
Creating winning independent product offerings
Having in place investment processes and generating performance which meet client expectations are a result of taking a client-centric approach, according to panel speakers at Hubbis' inaugural Independent Wealth Management Forum 2013 in Singapore in mid-March.
Making the fee-paying model work
Despite widely-held beliefs to the contrary, Asian clients will pay fees for advice and service if they feel they get value for money, according to panel speakers at Hubbis' inaugural Independent Wealth Management Forum 2013 in Singapore in mid-March.
Asia's promise for independent wealth models
Speaking at Hubbis' inaugural Independent Wealth Management Forum 2013 in Singapore in mid-March, senior industry practitioners emphasised their optimism for this nascent industry in Asia.
The drivers for European investors to look to Asia
Speaking at the Hubbis Independent Wealth Management Forum 2013 in Singapore in mid-March - Peter Triggs of DBS Private Bank explains the drivers and attractions for investing in Asia, and looks at DBS' role in this.
Pictet builds IAM presence in Hong Kong, lures StanChart banker
In a move to further strengthen its Asia-based offering for independent asset management (IAM) companies, Pictet & Cie is setting up a new IAM department in Hong Kong – adding to its existing presence in Singapore.
Helping European IAMs navigate challenging markets
Remy Obermann, head of the independent asset managers (IAM) department at Pictet, gives Hubbis an insight into the challenging IAM landscape in Switzerland, as well as the current issues confronting European-based firms as they look to access Asia.
The key to success for European IAMs
Talking to Hubbis about the growth challenges and opportunities for independent asset management companies in Switzerland and Asia, Olivier Collombin, partner, Lombard Odier & Co Capital Partners, and founder of E-MERGING, and Michael Ley, independent asset managers - business development, at Lombard Odier, look at where next for the serious industry players.
Weighing up Asian locations for independent asset managers
Despite the roles of both Hong Kong and Singapore as popular Asian wealth management hubs, they have significantly different types of appeal to independent asset management companies.
IAMs face ever-tougher compliance landscape in Singapore
With intensifying compliance and regulatory obligations, independent asset management companies in Singapore face greater challenges every day.
A bright outlook for home-grown independent asset managers
Urs Brutsch, managing partner and founder of HP Wealth Management, talks to Hubbis about his priorities for the year ahead, and his outlook for the independent asset management in Singapore.
The impact of tax criminality in Singapore
Massimo Hilber, chief executive officer of Aris GSK Solutions, talks to Hubbis about the implications for wealth management – and especially the independent asset management industry – of forthcoming tax criminality legislation in Singapore.
Why Asia appeals to European IAMs
Beat Stamm, chief executive officer of Marcuard Asia, explains some of the drivers and benefits for European-based independent asset managers (IAMs) looking to invest in Asia and set up local operations. But he outlines key issues to consider for those thinking of making such a move.
Tapping into the needs of China's wealthy
Alison Lo, managing director at Target Capital Management, talks to Hubbis about the firm’s priorities and how it is looking to access the various opportunities in China.
The danger of DIY wealth management
Mandeep Nalwa, chief executive officer and founder of Taurus Wealth Advisors, the independent asset management company, talks to Hubbis about the importance of clients opting for an advisory-led approach rather than trying to be self-directed.
Inside Finaport's Asian strategy
Claudia Neuenschwander, chief executive officer for Finaport in Asia, shares with Hubbis the firm’s approach to doing business, managing clients, and building a successful global business.
The attraction of Asia to European wealth managers
Olivier Mivelaz of Swiss-Asia Financial Services explains some of the key reasons why so many European-based independent asset management companies (IAMs) and family offices are looking to Asia for growth.
Expanding the EAM concept in Asia
Anthonia Hui of AL Wealth Partners discusses the main developments and trends in expanding the external asset management model and concept in Asia.
Dealing with a tougher EAM regime in Singapore
Anthonia Hui of AL Wealth Partners explains the implications for the external asset management industry, and individual firms, of recent regulatory changes and new licensing requirements in Singapore.
Pictet sets sights on Asia's independent advisory firms
Remy Obermann, head of the independent asset managers department at Pictet & Cie, talks to Hubbis about the opportunities for his business in Asia, and also why the firm is well-positioned to take advantage of these.