Creating a compelling offering for Chinese clients
Helen Kan, executive director, alternate chief executive officer and group head of personal & business banking at China CITIC Bank International (CNCBI), speaks to Hubbis about the approach the bank is taking to serving mainland Chinese clients in Hong Kong, and outlines the opportunities she sees in this space.
A measured and localised approach to Asian private banking
Bruce Von Cannon, chief executive officer at Banque Privee Edmond de Rothschild in Hong Kong, shares with Hubbis his perspective on Asian private banking - including forthcoming opportunities both for the industry and his own firm.
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.
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.
How to develop Thailand's wealth management industry
As more and more banks vie to enter and grab their share of Thailands developing wealth management industry, they shouldnt under-estimate the size of the task ahead of them.
Will Hong Kong and Singapore be the new Switzerland?
Asia’s continued growth has generated a huge amount of interest from foreign investors – both individuals and institutions, with many global firms opening Asia branches and offices. However, questions have also been raised over whether the quality of Asia’s banking industry can match that of other, more established jurisdictions such as Switzerland – and whether, therefore, this rate of foreign investment will continue in years to come.
Creating a winning business model
Should banks segment clients in terms of their wealth, market or jurisdiction – and focus their energies on segments – or alternatively, treat all clients with the understanding that they all have the same goal when it comes to 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.
Assessing the global wealth management landscape
Speaking at the Hubbis Asian Wealth Management Forum 2013 in Hong Kong in late February – Eduardo Leemann of Falcon Private Bank discusses his market outlook, and his vision for growing his business.
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.
Lombard Odier, Pictet make shift to corporate structures
Both Lombard Odier and Pictet Group have announced their intentions to transform themselves into what is known under Swiss law as “sociétés en commandite par actions de droit Suisse”, or corporate partnership.
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.
Building and broadening the Lombard Odier business
Vincent Magnenat, chief executive officer, South-east Asia at Lombard Odier Darier Hentsch, tells Hubbis why he was attracted to his new role, and explains how the firm plans to grow and position itself in South-east Asia going forward.
Standard Chartered focuses on high-tech, high-touch future
Rajesh Malkani, managing director and head of private bank at Standard Chartered Private Bank in North and East Asia, talks to Hubbis about the importance of having a focused and disciplined strategy.
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.
Pinpointing opportunities in a tough banking landscape
Hugues Delcourt, country executive for Singapore, and chief executive officer, private banking international, Asia & Middle East, at ABN AMRO, talks to Hubbis about working within the new reality of a tougher business environment – but explains how the firm is focusing on key parts of its product and client service offerings, as well as the overall platform, to try to grow and enhance profitability.
Pictet outlines Asian asset management ambitions
Amy Cho, managing director and regional head of business development for Asia Pacific (ex Japan) at Pictet, tells Hubbis about the firm’s strategic objectives for growing the business across the region.
Banks take more selective approach to product shelf
Lionel Florentin, head of distribution for Amundi in South-east Asia, tells Hubbis about the shift by private banks to more of a preferred-partner approach to their platforms, and looks at some of the considerations for investors in relation to income strategies.
Study reveals lower valuations for wealth management M&A
Amid the raft of mergers and acquisitions (M&A) activity in wealth management over the past two years, valuations are falling.
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.
A partnership approach to product strategy
Lennie Lim, managing director and regional head of Legg Mason in Asia, talks to Hubbis about the firm’s focus on strategic partnerships to help it not only meet investor appetite, but also stand out amidst its 100-plus competitors.
UBP: how to confront private banking's global identity shift
After roughly two years at the helm of Union Bancaire Privee's (UBP's) global private banking business, Michel Longhini, chief executive officer, talks to Hubbis about delivering a consistent and differentiated value proposition to clients in the face of today's many challenges - and reveals his views on what it takes to be successful in Asia.
CEO Interview: Insa Investment Software
Dr Fred Davies of Insa Investment Software explains the firm’s business, as well as the role that its solutions play in helping both independent wealth management organisations as well as end-clients.
Inside SunGard's strategy for Asia
Edward Lopez of SunGard explains the approach that SunGard is taking to grow its Asian technology and software business within the regional wealth management and private banking space.
CEO Interview: PIAS
David Bellingham of Professional Investment Advisory Services outlines the culture, evolution and strategy of the firm, as well as some of the broader developments and trends in the IFA space in Singapore.
Finding the right wealth management model for today's markets
Dr Fred Davies of Insa Investment Software explains why he thinks that “small is beautiful” for wealth management organisations looking to be successful in today’s landscape.
SunGard reveals 10 trends shaping Asian private banking
Banks are now under greater pressure to build and maintain client trust, while developing more targeted strategies to establish deeper and sustainable clients’ relationships.
The value of a local wealth offering
Alan Luk, head of private banking and trust services at Hang Seng Bank, talks to Hubbis about some of the key challenges for private banks as they look to operate within more demanding regulatory and business environments, and he explains the growing appeal of local players.
Why scale and reach matter in Asian private banking
Olivier Gougeon, regional chief executive officer for Societe Generale Private Banking in Asia Pacific, explains to Hubbis how scale and a global value proposition increasingly make a difference to private clients – and why he expects to see more industry consolidation.
Coutts takes more targeted approach to adding value
Nick Pollard, chief executive officer for Coutts in Asia, explains to Hubbis the importance today of delivering intelligent, more focused investment advice and wealth planning services, while at the same time investing more selectively in those markets which offer scale and client growth opportunities.