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Marina Lui, UBS
From Wealth Management / Profiles February 20, 2019

Hong Kong central to UBS plans for Greater Bay Area

Hong Kong’s connectivity will be key to opening up the wider region to international clients and markets, believes Marina Lui, head of China business at UBS Wealth Management

Michael Blake, UBP
From Wealth Management / Profiles December 17, 2018

UBP bets on Hong Kong hub to open up Asia

Many European banks have struggled to make headway in Asia but Mike Blake, who runs UBP’s operations in the region, is in expansionary mood

Frank Zhang, China AM
From Wealth Management / Private Banking December 17, 2018

Asian wealth management industry comes of age

Private banks active in Asia must contend with turbulent markets and ongoing recruitment problems in their quest to forge deeper relationships with clients

Lee Wong, Lombard Odier
From Wealth Management / Family Offices December 17, 2018

ESG and private equity dominate Far Eastern family forum debate

Family offices across Asia are building networks of like-minded individuals in order to swap ideas and find investment partners   

PWM 1218 cover
From Wealth Management / Private Banking December 17, 2018

Banking brands battle to stand out from the crowd

It remains difficult to differentiate between private banks and what they offer clients. In a fragmented marketplace, the rewards for those players able to get their branding strategy right could be considerable 

Helen Westropp
From Wealth Management / Private Banking December 17, 2018

Damage limitation: how to stop setbacks becoming fatal

Carrying out a thorough due diligence check before taking on clients can help protect a private bank’s brand, but if a mistake is made, it is always best to admit it

Gucci
From Wealth Management / Private Banking December 17, 2018

Taking a leaf out of the luxury sectors’ playbook

Private banks, which tend to feel very traditional, could learn a thing or two from the luxury sector, which has managed to make itself more relevant to millennials 

From Wealth Management / Education November 19, 2018

Time for asset managers to really get to know their clients

Investor education is already a focus for wealth managers. The asset management industry needs to raise its game

Mouhammed Choukeir, Kleinwort Hambros
From Wealth Management November 16, 2018

Fintech on Friday: Clients crave comfort of human touch in volatile times

Even robo-advisers have recognised that clients need an element of human interaction when it comes to managing their wealth

Peter Charrington, Citi
From Wealth Management / Private Banking November 8, 2018

Citi’s success reflects a changing of the guard

US banks are enjoying a renaissance, believes Citi’s private banking boss Peter Charrington, as they have been quickest to adapt their business models to the post-financial crisis world

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Steve Brice, Chief Investment Strategist at Standard Chartered Private Bank, tells Elisa Trovato why he favours US and Asia ex-Japan equities, despite trade tensions, and explains why contrarian calls may work in the current market environment.

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