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wealth management
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Tag:
wealth management
Private Banking
UBS redeploys resources to enhance ultra-rich coverage
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
Private Banking
India's Ambit Capital talks wealth management
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
Private Banking
BoA Merrill poaches from UBS to replace Antony Hung
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
Private Banking
Citi appoints Paul Hodes to wealth management role
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
Private Banking
UBS Wealth Management loses two but gains one in Hong Kong
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
Private Banking
Barclays Wealth hires Bryan Henning from Standard Chartered
Bryan Henning moves to Barclays Wealth to head up global research and investments for Asia.
By
Sameera Anand
| 27 April 2010
Private Banking
BCGE adapts to its surroundings
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
People Moves
Barclays hires Malhotra as private bankers play musical chairs
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
People Moves
Merrill Lynch makes changes to India wealth management business
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
Private Banking
Bank of Singapore unveils plans
Having completed its merger with ING Asia Private Bank, OCBC's wealth-management unit has big international ambitions.
By
Joseph Marsh
| 1 February 2010
People Moves
UBS snatches Vinay Gandhi from J.P. Morgan
Private banker Vinay Gandhi leaves J.P. Morgan for UBS only weeks after he joined from Deutsche Bank.
By
Sameera Anand
| 14 January 2010
People Moves
UBS wealth management bolsters ultra-high-net-worth business
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
People Moves
Judy Hsu skips to Standard Chartered from Citi
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
Private Banking
Merrill Lynch shuffles wealth heads
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
People Moves
Clariden Leu poaches three from Deutsche private banking
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
People Moves
UBS names Allen Lo Hong Kong country head
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 buys ING's Swiss private banking business
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
People Moves
RBC Wealth Management makes senior appointments in Asia
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 buys ING's stake in insurance and wealth management JV
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
Private Banking
Julius Baer's Kenny Ho discusses Asia's rich
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
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