The Swiss private bank is understood to have appointed a former Credit Suisse veteran to succeed John Cappetta.
Tag : private bank
The Swiss private bank is understood to have lured an executive from BlackRock to succeed Johann Santer, who joined Fidelity International last month.
Jansen Phee of UBS Wealth Management discusses how the Swiss private bank decides to remove fund products from its funds platform.
The head of UBS's fund selection for Asia discusses how the Swiss bank combines qualitative fund analysis with quantitative performance to hone in on preferred products.
The biggest Chinese private bank aims to greatly increase its Hong Kong relationship managers, but a senior executive admits achieving this goal will be very challenging.
The Shenzhen-based group is expanding its presence in Hong Kong and has other overseas branches in the pipeline in Europe and the US, in a bid to sustain its rapid growth.
Investment strategists are tipping emerging-market fixed income to perform well, but advise shifting into higher-quality instruments in that segment.
Illiquid investments such as aircraft financing, cat bonds and student housing are drawing interest, says Aman Dhingra, Singapore head of advisory at the Swiss private bank.
Firms with less than $10 billion in Asia-Pacific AUM will need a strong discretionary business to run a profitable operation, say experts. Use of technology will also play a big part.
Wealthy Asians are expected to retain and manage more money locally over time, and a growing number of global and local firms are eyeing the opportunities.
Electronic platforms such as Credit Suisse’s new launch will need to cope with the sophisticated products that wealthy investors will want, say industry experts.
Credit Agricole's private bank will remain sub-scale in Asia even if it buys CIC's Hong Kong and Singapore wealth business in a newly proposed deal, say industry observers.
