The Old Mutual Global Investors approach to Asia
Julian Ide of Old Mutual Global Investors explains the firm's growth and key areas of focus to date, and reveals how it plans to further develop its Asian business and stand out in a competitive marketplace.
Differentiating wealth offerings in Indonesia
Few Indonesians buy financial products. And for those who do, the range to choose from is relatively limited as a result of regulation. For wealth managers looking to stand out from the competition as they try to acquire customers and boost their market share, it is all about thinking outside the box.
How to make the most of Asia's wealth management opportunity
Sebastian Dovey of Scorpio Partnership looks at the opportunities and challenges in the wealth space in Asia, and explains how banks and other firms can navigate the competitive landscape and differentiate their offering.
Indonesian wealth management - taking it to the next level
Leading players in the local wealth management industry came together at a roundtable in late August, co-hosted by Hubbis and Finnova. The discussion looked at the various business issues, opportunities and challenges in moving from current retail and affluent offerings to developing profitable and sustainable businesses.
Investment banking as a door-opener for entrepreneurs
The pace at which Indian entrepreneurs have been unlocking wealth from their companies has picked up over the past few years, making this a significant segment for the private banking industry. Some private banks have focused on this segment by offering strategic advice in partnership with their investment banking team.
The advantages of being a universal bank
Sandeep Das of Standard Chartered Private Bank looks at different ways of delivering high-quality service to the front-end customer. Universal banks have an advantage over talent search, and yet brand awareness and innovative services are vital to succeed in the business.
Taking client relationships to the next level
In an interview with Hubbis, Julie Kong, regional head for South & South-east Asia at Aspire Lifestyles, explains the value the firm can provide wealth management players in terms of strengthening customer relationships - and also gives a sneak-peek into affluent clients' demanding lifestyles.
How Pictet is playing to its strengths
Anuj Khanna, chief executive officer, South Asia at Pictet Wealth Management, talks to Hubbis about the importance of defining a strategy and sticking to it - and explains how the firm is doing this.
Societe Generale takes selective and long-term view on Asia
Olivier Gougeon, regional chief executive officer for Societe Generale Private Banking in Asia Pacific, talks to Hubbis about some of the opportunities that the region's growth story present, and why he thinks being a French bank can be a real advantage.
A flexible and localised approach to growth in Asia
Serge Janowski, chief executive officer for Hong Kong at Credit Agricole Suisse Private Banking, talks to Hubbis about the challenges that foreign private banks face in Asia - including the difficulties servicing mainland Chinese clients and the fight for good advisers.
How DBS is enhancing its wealth proposition
Olivier Crespin of DBS Bank explains the bank's ever-sharper focus on the wealth management needs of its clients, and how it is enhancing its value proposition via technology and the overall client experience.
Bringing family office services to India
Rajan Sehgal, market leader for Indian sub-continent and Non-Resident Indian (NRI) segment for Credit Suisse, talks to Hubbis about the drivers for the bank to launch a single family office business in India, and explains how it provides another point of differentiation.
BEA makes most of Hong Kong's China connectivity
Grace Chow, general manager and head of the wealth management division at Bank of East Asia, explains to Hubbis why local private banks in Hong Kong with a connection to mainland China have an advantage.
Assessing the right approach for success in Asia
Mignonne Cheng, chairman & chief executive officer of BNP Paribas Wealth Management Asia Pacific, talks to Hubbis about the models, strategies and mind-set that will stand out and lead to a sustainable business.
Trying to stay ahead at Standard Chartered
Judy Hsu, global head of wealth management and priority & international banking, consumer banking at Standard Chartered Bank, explains to Hubbis her plans to further enhance the value proposition for customers - especially in relation to digital capabilities and platforms, investment advisory and bringing on board people with the right attitude.
The value of getting to know clients in Thailand
Financial institutions in Thailand need to provide a more clearly differentiated wealth management offering by genuinely knowing their clients if they can stand apart from the growing number of firms vying for a share of the ever-larger base of wealthy individuals in the country.
The role of quality advice in a fee-based future
Bryan Henning, head of global research and investments for Asia at Barclays, tells Hubbis that private banks in Asia need to look at the way they offer advice - along with the overall product and service offering - to be able to move towards fee-based models that clients will accept.
RBC eyes collaborative approach to Asia's wealthy
Barend Janssens, head of wealth management for emerging markets at RBC Wealth Management, explains why a hybrid approach to private banking is right for Asia.
Why banks shouldn't under-value the power of digital
Mark Jansen, partner, advisory, financial services industry practice at PricewaterhouseCoopers, explains the significance for private banks of getting their digital strategy right amid the growing role for technology in driving a successful customer offering and meeting industry needs.
Regulation and costs force more rational approach to Asian growth
Patrick Dreyfuss, deputy regional chief executive officer for Societe Generale Private Banking in Asia Pacific, talks to Hubbis about the implications of the many pressures on the industry today - and how his organisation is looking to adapt its offering.
Finding technology-driven business solutions
Leading technology and operations practitioners came together in Singapore in March to discuss trends, opportunities and challenges in relation to finding business solutions through the smart use of technology and software - at a roundtable organised by Hubbis and co-hosted by Assentis Technologies.
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.
Which private banks are best-placed to prosper?
Keith Harrison, head of Asia Pacific, and the Singapore branch manager, at Bank Hapoalim, talks to Hubbis about which types of private banks he thinks are most likely to be successful in 2013.
How to provide a differentiated fund offering in Asia
Mark Browning of Franklin Templeton Investments explains some of the key components of the firm’s value proposition as it looks to provide a differentiated offering in Asia.
Providing a differentiated client experience
As Indonesia’s wealth management industry becomes ever-more competitive, the key challenge for many institutions is differentiating their offering.
Creating tailored sales materials
Urs Tanner of Assentis Technologies discusses the importance of individualised sales materials and pitch-books to help organisations and advisers stand out in today’s competitive landscape.
Inside EFG Financial Product's business
David Schmid of EFG Bank’s EFG Financial Products Division explains the nature and development of EFG Financial Products, outlining the approach that has been taken to building an innovative product platform.
BNP Paribas strives for more proactive advisory offering
Wallace Woo, managing director, senior investment counselor in the key clients group at BNP Paribas Wealth Management in Asia, talks to Hubbis about how the firm is developing its advisory and product offering to engage clients in a more targeted way.
HSBC Private Bank reveals scope for growth
Bernard Rennell, chief executive officer, North Asia, global private banking, and global head of private wealth solutions at HSBC Private Bank, explains why he thinks the firm is well-positioned to build out a sustainable offering in a challenging business environment.
How can Swiss banks navigate the wealth management minefield?
Manuel Leuthold, deputy chief executive officer of Banque Privee Edmond de Rothschild, talks to Hubbis about how to maintain a client-focused, efficient, scalable and secure business in the face of growing regulatory, tax and cost challenges.