Building scale in Indian wealth management

Satheesh Krishnamurthy, Senior President & Business Head of Affluent & NRI at Axis Bank explains the key drivers required to scale-up the Indian wealth management industry.

Enhanced focus on NRI clients at Axis Bank

Satheesh Krishnamurthy, Senior President & Business Head of Affluent & NRI at Axis Bank talks about the enhanced focus on NRI clients at the bank.

Choosing the right wealth management firm

Satheesh Krishnamurthy, Senior President & Business Head of Affluent & NRI at Axis Bank explains how high net-worth individuals can choose the right wealth management organisation.

Creating a winning team in Indian wealth management

Anshu Kapoor, Head of Private Wealth Management at Edelweiss Global Wealth Management explains how to build a successful team in Indian wealth management market.

Evolving and enhancing the Edelweiss wealth proposition

Anshu Kapoor, Head of Private Wealth Management at Edelweiss Global Wealth Management explains how the organisation is enhancing its wealth proposition.

Making wealth solutions core to an Indian offering

Anshu Kapoor, Head of Private Wealth Management at Edelweiss Global Wealth Management talks about wealth solutions in the Indian wealth management market.

TBNG Capital Advisors – Creating informative content to engage our clients

Tarun Birani, Founder and CEO of TBNG Capital Advisors tells us how simplicity is very important in a world full noise and how their investor education sub brand Thinking Man is helping them with client engagement.

TBNG Capital Advisors – Understanding the needs and goals of our clients

Tarun Birani, Founder and CEO at TBNG Capital Advisors describes how the organisation acts as personal CFOs for their clients.

Jersey – an IFC island in the mainstream of global finance

Jersey Finance is making great progress in Asia communicating its strengths as a specialist wealth management jurisdiction. The first Chinese company registered in Jersey in 1994, since when China’s economy has nearly quadrupled in value. Jersey Finance set up in Hong Kong in 2009, established representation in India and UAE in 2011 and is spreading its message across the region. Richard Nunn, Head of Business Development at Jersey Finance, met with Hubbis to explain Jersey’s growing footprint in Asia.

Standard Chartered Private Bank – Solid and independent private banking platform

Sandeep Das,Managing Director and Head, Private Banking, India at Standard Chartered Bank reveals the driving forces behind his platform.

Standard Chartered Private Bank – Taking the wealth management proposition forward in India

Sandeep Das at Standard Chartered Bank discusses the changing dynamics of wealth management industry in India.

Wealth Management in a Corporate Bank

Wealth management is traditionally seen as a remit of the universal consumer banks or private banks but a bank in Dubai that is primarily focused on serving corporate clients has leveraged its position and established a successful wealth management practice for its clients.

SPONSORED CONTENT - SYNPULSE - Can an Acquisition Turn Around the Profitability of a Bank in 5 Years?

The year 2016 saw an unprecedented wave of consolidation in Asia’s Private Banking industry. An increasing number of banks have resorted to M&A as a means to increase their scale of business and to achieve cost and revenue synergies.

Cryptocurrency, is it a viable investment opportunity for the wealth management industry?

Whilst there have been a number of generic articles about Cryptocurrencies and Bitcoin, we wanted to dig deeper to try to get to the bottom of whether or not cryptocurrencies are a viable investment opportunity for the wealth management industry.

EFG – Swiss by origin, global by design

Swiss private bank EFG began life in 1995 in Zurich and ten years later listed on the SIX Swiss Exchange. In 2016 the bank took another leap forward by combining forces with one of the oldest private banks in Switzerland, BSI, in a nearly 1 billion Swiss francs (CHF) deal. Today, the combined entity has a growing global footprint with 40 locations worldwide, and through offices in Hong Kong and Singapore is on an ambitious expansion trail in Asia.

High-flying in Hong Kong

Bank of Singapore is reaping rewards in the private banking sector by focusing on strengths and keeping a close watch on cost.

How UBP is adapting to Asia’s changing landscape

As private banks continue to face mounting pressures in terms of profitability, cost, competition and regulation, Union Bancaire Privée (UBP) is coming off the back of its integration with Coutts, determined to embrace change and accelerate growth

On the right side of Indonesia’s transforming wealth market

As the number of bank branches in the country falls, Citi is making a stronger case for profit and growth in wealth management, says the bank’s Harsya Prasetyo

Mashreq Neo coveting digital customers

Vision of ‘connected generation’ part of online customer expansion plans by UAE banking giant

Insurance competition driving innovation for clients

Insurance has always helped high net worth individuals meet certain needs in the past, such as retirement and wealth transfer – but now the Asia market is evolving. In an exclusive interview with Hubbis, Thomas Young, Head of High Net Worth Business at Generali, explains how the industry is changing and what its future may look like

Riding the robo wave to its next stage

Doubts about fintech are gradually giving way to a broader acceptance in the wealth management space. Quantifeed is racing to capitalise on this by helping institutions deliver a richer and more relevant experience for clients and advisors alike, says John Robson

Millennials set to call the tune

George Triplow of Ernst & Young discusses the looming changes in the Middle East wealth management industry as consolidation looms and the profile and segmentation of investors shifts from the traditional scope.

Singapore Life – sophisticated, cool and dependable

In a conversation with Hubbis, Walter de Oude, Founder and Chief Executive Officer of Singapore Life explains its priorities, what it stands for, and why he believes Singapore is a great centre to serve clients across Asia

Body of Evidence

In a video interview, Harmen Overdijk, founder and managing director of Capital Company, explains his company’s philosophy and the reliance placed on the evidence-based investing techniques that he has adopted

Creating the right tool kit for success

In a video interview, Harmen Overdijk, founder and managing director of Capital Company, explains his company’s philosophy and outlines the evidence he feels puts his company to the forefront of advisory models

Independent firms to enjoy growth curve

In a video interview, Harmen Overdijk, founder and managing director of Capital Company, explains why he believes Hong Kong’s independent wealth management model has huge growth potential

Opportunity knocks for specialist advice firm

Vietnam the stepping stone for Rosemont’s bid to capture international market for niche legal and wealth planning solutions

UAE key market for Zurich in the Middle East

Global insurance giant targets growth to exploit low penetration rate as regulatory tightening looms

Adapting platforms to meet the changing needs of clients

Technology has changed how clients want to manage their portfolio. In an exclusive interview with Hubbis, Timothy Searle of Globaleye discusses the latest trends and his firm is reacting

Platform for Success

Swissquote Bank’s technology and innovation reaping rewards as client and asset base soars

Taking care of business

In a video interview, Anthonia Hui, CEO of AL Wealth Partners, tells of her experiences in the wealth management industry over the last 10 years and highlights how her firm has a snug fit in the space between custodian banks and clients

New approach from Old Mutual International

Embracing technology, regulations and aligning with fresh product offerings seen as key to expansion for traditional insurer

Top of the Pile

Distinguished award icing on the cake as Crossinvest strategy, transparency and attitude recognised, says CEO

Maybank sets eyes across markets, segments to tap opportunities

Maybank may be the new kid on the block in wealth management space, but it has the smarts to play alongside the veterans and isn’t afraid of flaunting what it’s got.

Getting positioned to tap the growth in wealth in Taiwan

The financial services space in Taiwan is fast evolving as the take up of technology increases rapidly and can be used more effectively than ever before. In an exclusive interview with Hubbis, Pradeep Pant of ANZ discusses the challenges faced by wealth advisory firms and sheds light on factors that are transforming the industry.

How is Switzerland capturing China’s global wealth flows?

Tapping into the real potential that the growth in Asian HNW and UHNW individuals offers requires an in-depth understanding of their diversification, planning and other needs. And ‘Swissness’ seems to be playing a bigger role in luring to the alpine country a growing share of the wealth being offshored from China.

10 ways to thrive in Asian wealth management over the next decade

10 considerations for organisations that want to remain relevant to affluent and HNW individuals in Asia over the coming 5 to 10 years – based on a Hubbis survey of 1,000 private banking and wealth management practitioners in the region.

Rethinking the wealth management model of tomorrow

1,000 market practitioners in a recent Hubbis survey agree that most organisations trying to access the region’s affluent and HNW must change their game now – at least ‘up’ it – to be relevant in the years ahead. Some have started, but progress is typically slow. Most still have a lot of work to do.

Is commission cannibalising Asian wealth management?

Over half of the 1,000 market practitioners who responded to a recent Hubbis survey say front-line sales staff should continue to be paid commissions. But in such a divisive debate, this view threatens to hold back the industry from adapting and evolving to a model that is more future-proof.

Beyond the trade: where to find robust revenue

Despite a successful 2017 for many private banks and wealth managers, they need to start preparing for tougher market conditions – and potentially a correction – by looking beyond transactional volume to other solutions and ways to deliver value to clients. The focus must shift toward a more sustainable revenue pipeline.

Taking the wealth management industry forward in India

Creating business models to enable firms across the country to maintain the impressive growth seen in AUM and client numbers in recent years, will depend on more training for advisers, client-centric incentive structures and a way to get investors to place more value in the advice they receive.

Why hybrid advice offers a new way for wealth management

In a video interview, David Wilson of Capgemini reveals some of the key findings of the World Wealth Report 2017 – and explains why the need to offer hybrid advice and a better client experience requires firms to transform their people, processes and propositions.

How DBS is driving innovation in Indonesia

Pursuing its vision in buying ANZ’s local business, DBS Bank is creating new products and innovations as it scales up its wealth proposition in the country – starting with a groundbreaking mobile-banking initiative, explains Widrawan Hindrawan.

Citi's approach to growing retail banking in Asia

With a remit across 17 markets including 5 in EMEA, including retail banking and wealth management, Gonzalo Luchetti has a clear vision for evolving the nature of the conversation and interaction the bank has with the region’s urban-based, affluent and emerging affluent. He tells Hubbis how he plans to achieve this for Citi.

How to have more effective and productive client relationships

In a video interview, Michael Gerber of 360F discusses how institutions and relationship managers (RMs) can move from pushing products towards giving advice, by using various tools and client information in a more relevant way.

Mapping the wealth management landscape in China

In a video interview, Ray Chou of Oliver Wyman explains the evolution in wealth management players and offerings in Mainland China, as the market continues to grow and offerings develop.

Forging a future path for wealth management in China

In a video interview, Ray Chou of Oliver Wyman discusses how institutions in the Mainland can and should scale their businesses, both in acquiring customers and deepening the share of wallet.

How to tap into the offshoring of Chinese wealth

In a video interview, Ray Chou of Oliver Wyman outlines some options and considerations for wealth management firms looking to service the growing number of HNW and UHNW Chinese looking offshore for asset allocation and diversification.

Living in a new wealth management landscape

In a video interview, Michael Gerber of 360F explains some key challenges for the industry, arising from the desire among clients to be better informed, plus the hurdles for banks in scaling their platforms. And he sees digital only having a gradual impact.

How banks can prepare for the wealth evolution in Vietnam

Taking a long-term approach will result in a successful business for financial institutions looking to tap the country’s wealth management potential – from developing the right culture among staff to building product capabilities and the advisory model.

Laying the foundations for wealth management in Vietnam

If banks and other financial institutions in the country start to take wealth management more seriously – plus work with regulators to develop the capability, capacity and infrastructure required – a more meaningful role for the industry looks likely over the coming decade.