The Institute of Banking and Finance (IBF) in Singapore has proposed revisions to the Financial Industry Competency Standards (FICS), following a year-long review.

Koh Kar Siong, managing director and regional head of DBS Treasures & Treasures Private Client, talks to Hubbis about what it takes to be able to meet the emerging needs of clients, and reveals some of the bank's educational initiatives in the wider community.

Banks and other wealth management organisations in India have varying approaches to training and educating advisers, with solutions ranging from online learning modules to weekend schools.

High-profile practitioners in the Malaysian market came together at a roundtable in KL organised by Hubbis, to discuss and debate key trends, opportunities and challenges for the wealth management industry in 2013 and beyond.

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.

Jane Leung of iShares explains why there is a need for more ETF education in Asia, and looks at the key decision-making factors for investors when they buy ETFs.

The Hong Kong Securities and Investment Institute (HKSI) has appointed Edith Ngan Chan as its new chief executive, succeeding SF Wong who will retire from the position.

Since taking over as the chief executive officer (CEO) and president of Tata Asset Management, Sanjay Sachdev has steered the organisation through challenging times posed by a volatile capital market and a series of regulatory changes. In a freewheeling interview, he talks about the manner in which he has piloted the firm.

The Hong Kong Monetary Authority (HKMA) and the Securities and Futures Commission (SFC) have set up a taskforce to create an enhanced competency framework for private banking practitioners – to emphasise vocational training, practical application and ethics.

Markus Tanner, managing director and senior talent development partner for UBS Wealth Management, explains to Hubbis what the firm is doing around the world to adapt and refresh its learning and development initiatives and culture to today’s ever-more demanding HNW clients.

David Bellingham of Professional Investment Advisory Services outlines the characteristics and traits of successful financial advisers, and explains the pitfalls of not doing the right thing for clients.

UBS’ certification process in its retail banking, wealth management and corporate clients areas are now officially accredited, and the firm has set new standards for over 5,000 client advisers in Switzerland to undergo the certification process over the next three years.

Phil Whittaker of Sotheby's Institute of Art discusses and analyses the various ways that people can buy art for investment purposes, and explains the fees involved.

Stefano Fiala of Veco Invest explains why the external asset management (EAM) business has been able to flourish in Switzerland, and looks at how the industry has educated clients accordingly.

One of the most notable obstacles to capitalising on the growing need for wealth planning for Asia’s ever-wealthier and increasingly international families continues to be education – at both the adviser level as well as for high net worth (HNW) clients.

Urs Brutsch of HP Wealth Management looks at some of the issues in the evolution of private banking in Asia, and discusses what is required to make the industry more profitable and sustainable going forward.

A recent report has revealed that affluent Asians remain confident in growing their wealth despite the uncertain economic landscape, seeking to increase it to US$4 million in 10 years, looking for an annual return of 12%.

Hrishikesh Parandekar of Karvy Private Wealth explains how he has tried to overcome the challenge of finding and retaining staff in India, and to ensure they develop the right relationships with clients.

The Hong Kong government plans to develop the territory into a private banking hub in Asia by working in partnership with the industry.

The Hong Kong government plans to develop the territory into a private banking hub in Asia by working in partnership with the industry.

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.

Ashish Kehair of ICICI Securities explains how Indian clients are managing their wealth and their banking relationships, including their views on paying fees for the service they get.

Ong Puay See, chief executive officer of The Institute of Banking and Finance (IBF) in Singapore, talks to Hubbis about the approach it is taking to raise competency standards for private bankers, as well as how it is evolving this to keep pace with the needs of the industry and clients alike.

Florence Lombard of CAIA discusses the Chartered Alternative Investment Analyst qualification and approach to education, and explains why it matters to have this designation.

As private banks start to implement the new Code of Conduct in Singapore, and with it ensure minimum competency standards, key market practitioners say more is needed to establish best practices and ensure a win-win relationship for advisers and clients.

Singapore is the latest market to put in place further measures to improve awareness for various exchange-traded fund structures.

Scott Ebner of State Street Global Advisors discusses some of the current opportunities and challenges for ETFs, both globally and in Asia.

Hubbis’ inaugural Malaysian Wealth Management Forum in June 2011 sought to foster open dialogue and debate on high-level issues facing the industry, while presenting specific ideas on international best practices as well as recent developments in the domestic market.

Anthony Muh of the Hong Kong Securities Institute discusses a new private wealth management initiative as part of efforts to put in place competency standards in the local market.