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Our researches and analysis on Wealth Management

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Assets under management in Asia Pacific show sustained growth trends

In general, industry assets under management in selected Asia Pacific countries shows sustained growth trends up to 2018. However, the shares of top banks in total assets under management differ widely, wherein top banks in emerging markets…

     
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What we learnt from Swiss private bankers

The Swiss banking sector is characterised by its stability. But presently, innovation is needed to enable institutions to deal with the changing regulatory landscape

     
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Rethink the customer to build the bank of the future

This year’s annual leadership dialogue was held in conjunction with the inaugural The Future of Finance Summit to discuss how new business models and technology are disrupting and transforming the industry.

     
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The benefits and risks of shopping for robos

Robo-advisors claim to bring the world of wealth management to the masses – investment opportunities that were once only enjoyed exclusively by the wealthy. But with many robos advertising low fees, low barriers of entry, and a more personalised…

     
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DBS – Preparing for a digital future

DBS Group’s retail and wealth business has been accelerating income generation since 2013. However, the bank continues to face an uphill struggle with some of its overseas retail markets.

     
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Robo-advisors poised to take off

Customised financial advice had, for many years, been available almost exclusively to private banking clients or to the mass affluent. However, robo-advisors are offering the same advice to many more consumers. Customers in Asia, from the…

     
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Can DBS make it work?

The “super regional bank” strategy adopted by a few banks in the retail and wealth segment has produced a mixed bag of results. Many banks have lost money in the process. So, is the model flawed or do the problems lie elsewhere?

     
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“Banks need better tools to more effectively develop business with their customers”

Peter Scott, general manager, Asia Pacific, Avaloq, discusses challenges facing private banking and wealth management businesses in the region as they seek to expand their portfolios.