Yvonne Hsin, managing director and head of private banking for DBS Bank in North Asia, talks to Hubbis about the firm’s approach to servicing wealthy Chinese clients as they look ever-wider at investment and other opportunities outside their home country.
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.
As more and more banks vie to enter and grab their share of Thailand’s developing wealth management industry, they shouldn’t under-estimate the size of the task ahead of them.
Alexander Kobler, regional head of investment products and services for UBS Wealth Management in Asia Pacific, discusses how the advisory model is increasingly been driven by more focused and active asset allocation decisions, enhanced by smarter and more industrialised technology offerings.
Private banks must be more targeted and critical in their strategy and growth ambitions to be profitable in Asia, especially given today’s challenging markets and industry fundamentals, reveals Michael Benz, managing director and head of global wealth management for Merrill Lynch Global Wealth Management in Asia Pacific, in an exclusive interview with Hubbis.
Marco Bardelli of BDG Singapore explains the components of a good client experience, especially against the backdrop of today’s challenging environment in Asian wealth management and private banking.
Mykolas Rambus of Wealth-X explains how private banks can identify, segment and acquire clients in the ultra high net worth space.
Mykolas Rambus of Wealth-X reveals and analyses the key findings in his new global ultra-wealth report, including looking at the opportunities these present to anyone targeting this segment.
Samir Bimal of ING Vysya Bank reveals which business model and client segmentation strategies stand out in India.
Gary Harvey of ipac wealth management explains how clients can find the right institutions and advisers to help them develop an appropriate – and hopefully successful – wealth management strategy.
Adrian Hondros of Commonwealth Private Bank reveals the firm’s strategic objectives for its Australian business, and explains how it is putting these into practice to segment clients and brand itself accordingly.
Calvin Tso of HSBC reveals some of the key developments and changes underway in Taiwan’s wealth management industry – especially regulatory trends and their implications for products and sales practices.
Hsiao-Yun Lee of Societe Generale Private Banking explains the bank’s various product innovations and initiatives in China, and also looks at how to service local clients in an effective way.
Percy Chan of Bank of East Asia looks at the opportunities and challenges in China’s wealth management sector, and explains how his firm approaches segmentation for customers, as well as training for staff.
Feng Liu of the Financial Planning Standards Board in China explains some of the unique features and characteristics of China’s wealth management industry today.
Against the backdrop of its universal banking model, Deutsche Bank’s private wealth business has made taking advantage of the pace and extent of wealth creation in Asia a clear priority.
In Part 1 of this documentary, market practitioners in India provide insight into the country’s wealth management industry - discussing the vast opportunities for growth, how the market has developed, its regulatory framework, the product offering and typical client portfolios.
Harsh Vardhan of Bain & Company looks at the opportunities for growth in the Indian wealth management industry, focusing on scaling platforms, client segmentation and branding issues for market players.
Nick Pollard of RBS Coutts explains some of the key ways to effectively service and segment clients in Asia order to deliver on their expectations.
As chief executive officers and senior management in Asian private banking strive to create their own edge in what has become a highly-competitive industry, their biggest concern is how they can be profitable. The short answer – which they admit in private – is that based on the business models in place today, a lot of them cannot.
Marcel Kreis of Credit Suisse explores effective approaches to client segmentation, fee structures and other components of successful private banking to create the right business model for Asia.
Ser-Keng Ang of Singapore Management University outlines the critical components of a successful private banking and wealth management business in Asia – and how firms can put them into practice.
Nicholas Tan of OCBC Bank explains how relationship managers can advance their careers by recognising and catering to the needs of different types of customers, as well as leveraging internal resources.
New ways to target different types of clients will lead to more sustainable revenue.
