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08th October 2000 to 08th October 2010

Clock Ticks Down Towards WealthBriefingAsia 2013 Awards

February 14, 2013

Judges from across the industry, assembled by ClearView Financial Media, publisher of this website, have drawn up a shortlist of potential award-winners across the European wealth management industry. (To view that list, click here. ) Meanwhile, a shortlist for winners of the WealthBriefingAsia 2013 Awards will be produced for a ceremony in the Raffles Hotel Singapore, due to be held on 6 June this year.

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EXCLUSIVE INTERVIEW: RBC Aims To Help HNW Clients In Asia Sleep At Night - Part 2

December 18, 2012

This is the second instalment of a two-part interview. To see the previous article, click here. The clients Asians are traditionally very hands-on with their investments, seeking excitement and the thrill of a “win” is very much part of their livelihood, said Ng.

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EXCLUSIVE INTERVIEW: RBC Aims To Help HNW Clientele Sleep At Night - Part 1

December 17, 2012

This is the first instalment of a two-part interview with one of the top men at the wealth management business of Canada’s RBC. Simon Ng, head of wealth management and trust at RBC Wealth Management, Hong Kong, could be crowned the “King of Caution”. Labelling Canada’s largest bank by assets as “very prudent”, and its clients as “conservative”, one wonders if a bit of fire is missing in the quest to take on Asia’s yield hungry high net worth clientele.

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Study Spells Out What Really Counts For HNW Expats

December 11, 2012

Quality of life, family needs and business interests are, respectively, the most crucial causes for concern among millionaires who left their birth country in search of success, findings from a new report show. Real estate and global equities are among the favoured asset classes of internationally-mobile wealthy individuals, especially those residing in the Asia Pacific region, according to the report released yesterday by Royal Bank of Canada Wealth Management. The Wealth Through the Prism of Culture and Mobility report, conducted by Canada’s largest bank by assets and the Economic Intelligence Unit, found that “a global, nomadic approach to personal and professional life is a key factor to the success of millionaires around the world.

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EXCLUSIVE INTERVIEW: The Sky's The Limit For Asia's Philanthropy Space, Says UBS

December 3, 2012

Uncertainty is a concept that many, if not all, banks have become inured to in recent years as a result of the 2008 financial crisis. And UBS, Switzerland’s largest bank, is no exception to this fact, especially in light of recent global cutbacks that shook the industry and its investors. However, for Mario Marconi, head of philanthropy and value-based investing at UBS Wealth Management, three things are certain.

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Wealth Managers Take Chunk Of New RMB Debt; Market Has Big Growth Potential - Nikko AM

November 27, 2012

Private banks and other firms catering to high net worth clients have snapped up a large chunk of new renminbi-denominated debt recently, attracted by valuations and long-term potential as an asset class, Nikko Asset Management says. But while the RMB-based debt market has come a long way in a short period of time as a market, investors still demand a premium when compared to equivalent US debt maturities, which may seem perplexing given the US’s immense fiscal woes, the firm said in a presentation to journalists yesterday. Part of the reason for a higher risk premium, at around 120 basis points in mid-2012 on A-rated debt securities (5-year maturities) at the end of June this year (source: Nikko AM presentation graph) is investor concern that the market is st.

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EXCLUSIVE INTERVIEW: Don't Overlook Education As Big Investment Theme - WHEB

November 26, 2012

Editor’s note: Thematic investing has been one of the trends in the industry in recent years. At WHEB Asset Management, partner and head of sustainability research Seb Beloe gives his views about the theme of education and how that plays out. While the firm is based in the UK, his insights apply across the globe.

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New Book Guides Investors On How To Survive And Thrive In Funds Jungle

November 12, 2012

With even the most seemingly tame index fund or other plain vanilla investment vehicle, the need to carry out full checks to protect clients from mishaps and fraudsters is essential, argues the author of a new book. Jerome Lussan, who has spoken in the past about good governance and investments at a conference organised by this publication’s parent firm, is the author of the Financial Times Guide to Investing in Funds: How to Select Investments, Assess Managers and Protect Your Wealth: How to Generate Wealth and Protect Your Money (The FT Guides). Lussan is also chief executive of.

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Potential Tax Changes Are Top Deterrent To Wealthy Foreigners Buying In London

October 8, 2012

Eighty-eight per cent of wealth advisors surveyed by Knight Frank cited the changing tax environment as the strongest deterrent to buying super-prime property in the UK. New York is perceived as its biggest competitor, the real estate firm found in its Super-Prime London Report 2012 report. The new report underlines the fact that the prime London real estate market's soaring recovery is more fragile than it looks.

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Indonesia - Home To The World's Fastest Growing Wealth

October 8, 2012

Move over China, there's a new rich kid in town. Indonesia has the fastest growing wealth market in the world, according to a new study from data provider WealthInsight. As of 2011, there were just over 37,400 high net worth individuals in Indonesia, with a combined wealth of US$241 billion.

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Expert Commentary

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INTERVIEW: The Sky's The Limit For RMB-Based Products, Says HSBC Private Bank

The steady rise in the value of China’s renminbi currency and the ascent of its still relatively modest offshore RMB bond market present rich opportunities for investors – and HSBC Private Bank is determined its clients get plenty of the action.

Tom Burroughes

22 May 2013