Tag: wealth management

UBS promotes Amy Lo, Jean Claude Humair and Susan Co, and poaches Francis Liu and Philip Kunz, as it seeks to strengthen its wealth management offering.
By Sameera Anand | 6 October 2010
Sutapa Banerjee, CEO of Ambit Capital's private wealth business, discusses the firm's strategy to build its wealth management offering in India.
By Sameera Anand | 17 September 2010
Michael Benz jumps ship from UBS to BoA Merrill to replace Antony Hung as head of wealth management for the region.
By Sameera Anand | 8 September 2010
Citi's Malaysian retail bank head Paul Hodes will head wealth management products for Asia-Pacific as the US bank continues to strengthen its private banking offering.
By Sameera Anand | 20 August 2010
Jaya Jayaram has joined as head of UBS’s India desk, while Dominik Fuerst and Adeline Chien have left the ultra-high-net-worth team, the latter to move to EFG Bank.
By Joe Marsh | 19 August 2010
Bryan Henning moves to Barclays Wealth to head up global research and investments for Asia.
By Sameera Anand | 27 April 2010
The Swiss state-owned bank recently set up in Hong Kong, and its senior executives this week talked about their plans to penetrate Asia's wealth-management market.
By Joseph Marsh | 25 March 2010
Barclays Wealth hires Vikram Malhotra and two others from UBS, bringing to a dozen the number of senior bankers the British bank has poached from UBS in the past six months.
By Sameera Anand | 10 February 2010
DSP Merrill Lynch makes Pradeep Dokania chairman of global wealth and investment management for India, and transfers Atul Singh from Singapore to take on the role as head of ...
By Sameera Anand | 8 February 2010
Having completed its merger with ING Asia Private Bank, OCBC's wealth-management unit has big international ambitions.
By Joseph Marsh | 1 February 2010
Private banker Vinay Gandhi leaves J.P. Morgan for UBS only weeks after he joined from Deutsche Bank.
By Sameera Anand | 14 January 2010
UBS has further strengthened its ultra-high-net-worth business in South Asia with the appointment of Reto Marx as managing director and ultra-high-net-worth country team head.
By Lara Wozniak | 11 January 2010
Standard Chartered Bank has poached Judy Hsu from Citi to work on its consumer banking wealth management strategy across different areas of the bank.
By Sameera Anand | 18 December 2009
Stephen Corry replaces Tony Stanton as Asia chief investment officer of Merrill's wealth arm, while Wilson So joins as head of North Asia global wealth management advisory.
By Joseph Marsh | 20 November 2009
Soon Gek Chew, Janice Lee and Chin Lit Yee jump ship from Deutsche to join boutique private bank Clariden Leu.
By Sameera Anand | 28 October 2009
Allen Lo becomes country head for Hong Kong at UBS, while retaining his responsibilities as deputy CEO of wealth management in Asia-Pacific.
By Lara Wozniak | 13 October 2009
M&A
Julius Baer pays $505 million for ING's private banking business in Switzerland, in a deal specialists say is a pre-cursor to the larger and more keenly contested sale of ING's ...
By Sameera Anand | 8 October 2009
RBC Wealth Management, the private banking arm of Canada's largest bank, has appointed Matthew Yong president and Frank Mu chief executive officer of its Asian operations.
By Sameera Anand | 8 October 2009
M&A
ANZ pays $1.53 billion to increase its ownership in its Australian life insurance and wealth management joint venture to 100% – a move that it says became possible due to the ...
By Sameera Anand | 28 September 2009
Kenny Ho, Asia-Pacific head of products at Julius Baer, explains why the wealth management needs of Asia's rich are different from those in other markets.
By Sameera Anand | 22 September 2009
Magazine
FinanceAsia Magazine
FinanceAsia
December 2011/January 2012