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HSBC Global PB adds fixed coupon notes to online trading platform
HSBC Global Private Banking has extended its online trading platform to cover structured products, enabling private banking clients in Asia to trade fixed coupon notes on their mobile phones,...
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UBS picks Asia to launch new digital platform
UBS has introduced a digital platform designed to connect clients to experts, thought leaders and actionable ideas. UBS Circle One — which was co-created with 100 digitally savvy clients in Hong Kong...
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What meltdown? Why blockchain and crypto could still find favour with U/HNWIs
The recent sell-off in cryptocurrencies triggered by the collapse of the TerraUSD algorithmic stablecoin may have affected investor sentiment and raised concerns about regulations, but private bank...
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We are on a mission to revolutionise private market investments: Kit Toh of...
Moonfare is eyeing a greater share of Asia-Pacific clients after its digitally-savvy approach to private equity helped boost its global AUM to US$1.8 billion as of May 2022 — from more than 3,000...
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From DPM to digitalisation: Five Asia-Pacific private banking trends to watch
Private banks across Asia-Pacific have endured a tough start to 2022. The market volatility witnessed towards the end of 2021 has spread to most other major asset classes globally, while mobility in...
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Bringing the best of UBS to clients: Amy Lo on the launch of Circle One
Built to bring the best of UBS investment capabilities to clients, Circle One is a new app that connects clients and experts of the bank, explained Amy Lo. The co-head of wealth management Asia...
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Standard Chartered names new global head of digital business
Standard Chartered has appointed a new global head for its digital business to drive this part of the bank’s strategy. Samir Subberwal, the current Asia head for consumer, private and business banking...
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Moonfare targets Middle East HNWIs with UAE launch
Moonfare, a tech-savvy platform that seeks to make it easier for HNWIs to invest in private equity, has announced that it will expand into the United Arab Emirates (UAE). The Berlin-based fintech said...
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“Not a robo-advisor”: former HSBC GPB investment specialist on her dynamic...
Private banks can’t match our agility in building digital platforms, asserted a former HSBC GPB investment specialist who founded a dynamic asset allocation wealth tech. Rebecca Lim was still working...
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Singapore IAM aims to give UHNWIs total control and transparency over their...
WRISE Group Holdings (WRISE), a Singapore-based IAM, has rolled out a digital wealth system to transform wealth management with a holistic suite of services on a single platform. The proprietary core...
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Yachts and private jets: Derrick Tan’s new IAM wants to shake up WM
Asia’s fast-growing prosperity may have opened up a host of opportunities for the region’s private wealth management industry, but Derrick Tan argues that what the industry lacks is a core technology...
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Singapore-based Canopy raises US$3 million to expand HNWI data services to...
Fintech Canopy has raised US$3 million from several Hong Kong and Singapore-based family offices to support its newly opened US office, expanding its HNWI data services from Asia to North America. “We...
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Alternative asset manager Altive eyes US$600 million in AUM after just three...
Hong Kong-based fintech platform Altive aims to remove the hurdles to the alternative investment market by connecting with institutional asset managers that distribute alternative solutions to HNWIs...
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Avaloq makes two key hires in Australia
Avaloq has made two appointments for the Australia market, Asian Private Banker can reveal. Alyssa Li joined the Swiss digital banking solutions provider earlier this month as Australia director,...
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BlackRock makes senior appointments to bolster APAC offerings
BlackRock, the asset management giant with about US$8.5tn in AUM, has announced two senior appointments as it seeks to accelerate its strategy and products distribution in Asia-Pacific. Aarti Angara...
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Moonfare to enter India in digital PE platform’s latest expansion
Moonfare will allow eligible private investors in India to access private equity funds at an entry minimum of US$60,000, as the Berlin-based digital investment platform takes its first steps into the...
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iCapital eyes greater reach with wealth managers through tie-up
French private equity company Ardian is partnering with fintech platform iCapital to broaden its suite of private markets investments for global wealth managers. Ardian, which has more than US$141bn...
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Raffles Family Office launches platform for digital assets
Hong Kong-based Raffles Family Office (Raffles FO) has launched a new investment platform that will make it easier for UHNW families to tap into digital assets. The Revo Digital Family Office (Revo...
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Endowus links up with Carret Private and Lumen to expand WM services
Endowus, the digital wealth advisory platform, will take a majority stake in Hong Kong independent asset manager (IAM) Carret Private in a strategic partnership that it says will strengthen its...
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UBS targets GBA affluent market with “unique” new digital platform
UBS has launched a new digital wealth management platform targeted at prospective clients in the Greater Bay Area (GBA) of China with at least US$150,000 in invested assets. After almost six years of...
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