Banking in Brief
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Our research and analysis on Wealth Management
The following in-depth pieces represent our archive of research and analysis on Wealth Management.
Hong Kong banks must deliver a needs-based selling approach to build customer loyalty
Date: May 07, 2013Banks’ core retail deposit generation ability at branch level linked with strength of franchise and customer trust.
Categories: Deposits and Liabilities, Hong Kong, Retail Banking, Wealth Management
Keywords: BEA, Hang Seng Bank, BoC, HSBC
ANZ regional strategy centres on four core aspects of focus
Date: Apr 05, 2013Sanjoy Sen, ANZ head of consumer banking for the Asia Pacific region discusses the strategy that underpins ANZ’s retail franchise.
Author: Foo Boon Ping
Categories: Channels, Core Banking, Customer Centricity, Deposits and Liabilities, Retail Banking, Technology & Operations, Wealth Management
Keywords: ANZ, Sanjoy Sen, RBS, ING, Shanghai Rural Commercial Bank, Bank of Tianjin, Panin Bank, Ambank
CBRC issues new wealth management rules to ensure enhanced systemic stability
Date: Apr 03, 2013Launch of CRBC’s fresh regulations to address transparency and accountability of banks’ retail assets as well as a growing shadow banking industry.
Author: Baron Laudermilk
Categories: China, Retail Banking, Wealth Management
Keywords: ICBC, WMP, CBRC, Qian Xiaoyang, Shadow Banking, Private Banking
Taiwanese banks driven to rethink banking strategies and focus on domestic strengths
Date: Jan 23, 2013Bank SinoPac restructures WMP approach and aims to leverage on renminbi business to drive growth in an over-saturated market.
Author: Baron Laudermilk
Categories: Cards, Core Banking, Data & Analytics, Data Management, Retail Banking, Rmb, Taiwan, Technology & Operations, Wealth Management
Keywords: Bank SinoPac, Jocelyn Kuo, Henry Han, SAS, Temenos, WMP, CBRC
Weak risk controls heighten risk of Chinese bank WMPs
Date: Dec 20, 2012Chinese Banks urgently need to resolve weak oversight of wealth management products in order to avoid scandals such as Hua Xia Bank’s failed WMP.
Author: Alice Yang
Categories: China, Regulation, Retail Banking, Risk and Regulation, Wealth Management
Keywords: Hua Xia Bank, WMPs, BoC, Xiao Gang
BMO China seeks to enhance infrastructure capabilities to drive growth in Asia
Date: Dec 20, 2012Fang Bourne, COO of BMO China, discusses the bank’s incorporation in Beijing and challenges faced in implementing its Asian growth strategy.
Author: Carol Wheatcroft
Categories: China, Core Banking, Retail Banking, Technology & Operations, Wealth Management
Keywords: Fang Bourne, BMO, Lloyd George Management, COFCO Trust, Fullgoal Fund Management, Wholesale Banking, Corporate Banking, Oracle
How risk management could address key challenges for wealth managers in Asia
Date: Dec 12, 2012Frederic Bertholon-Lampiris, director of financial services industry practice at Deloitte Singapore feels that the traditional wealth management business model is at risk and has to be reshuffled.
Author: Frederic Bertholon-Lampiris
Categories: Basel III, Capital & Strategic Issues, Regulation, Retail Banking, Risk and Regulation, Singapore, Wealth Management
Keywords: AUM, Private Banking, Switzerland, MAS, FATCA, KYC, Dodd Frank, AML, VaR
Gen-Y HNWIs tech savvy and information hungry
Date: Dec 11, 2012Technology savvy HNWIs with over four million in wealth exhibit Gen-Y characteristics and are at the forefront of high-engagement online communities.
Author: Levina Lim
Categories: Channels, Retail Banking, Technology & Operations, Wealth Management
Keywords: Private Banking, HNWI, Gen Y, Renato de Guzman, Bank of Singapore, SEI