Hi [[ session.user.profile.firstName ]]

Bridging Traditional Investing with Innovative Lending

Beyond traditional investing, what other avenues are available for capital seekers to utilize their holdings to generate additional income? How can non-recourse, non-purpose financing be woven into a private bank or EAM's offering to appeal to all of its client groups? What have been some of the more innovative ways to generate liquidity from clients’ assets developed over the past 18 months?


From securities lending to private capital leverage, join our panel for a fascinating discussion on the most innovative ways to drive income for private bank and EAM clients, the demand for, and understanding of, alternative sources of liquidity, and clients’ appetite for risk using progressive capital.
Recorded Sep 29 2021 54 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Gordon Crosbie-Walsh, EquitiesFirst; Lemuel Lee, BNP Paribas Wealth Management; Bernard Wai, Citi Private Capital Group
Presentation preview: Bridging Traditional Investing with Innovative Lending

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Fixed income strategies post pandemic - more of the same or fundamental changes? Oct 21 2021 7:00 am UTC 60 mins
    Asian Private Banker & World Gold Council
    Where will interest rates head in 2022 as the world eyes a return to post-pandemic societal order, and what would be the optimal fixed income allocation and strategy in response to future Fed decisions? For investors, where are the shining opportunities in both Asian and global fixed income, and what makes a compelling fixed income strategy and manager?

    With the 60/40 paradigm in the cross-hairs of income seekers, how are managers positioning themselves as we head into 2022 and where is the edge when it comes to finding income in an uncertain world?

    - Hosted in collaboration with World Gold Council -

    ---

    Asian Private Banker's Income Week 2021 is a three-part webinar series bringing together leading product providers and private bank specialists to discuss the most innovative yield opportunities as we look ahead towards 2022. This year's themes include: cryptocurrencies, ESG and fixed income.
  • What's next in ESG investing? Oct 20 2021 7:00 am UTC 60 mins
    Asian Private Banker & Fidelity International
    Green related themes have seen great performance in private wealth management and gained traction among investor clients, particularly in the past two years. Where does the demand for ESG integration sit with investors today in the Asia Pacific region and across investor segments? With current decarbonization targets at play, how are private banks adapting their sustainable investment offerings and how are they encouraging investors to shift to a more sustainable portfolio? How much does policy intervention impact on climate change, environmental and social aspects and what does that mean for ESG investing?

    Join us to explore what’s next in the sustainability journey, including the so far underserved social aspect of the ESG discussion, and where the opportunities may be going forward.

    - Hosted in collaboration with Fidelity International -

    ---

    Asian Private Banker's Income Week 2021 is a three-part webinar series bringing together leading product providers and private bank specialists to discuss the most innovative yield opportunities as we look ahead towards 2022. This year's themes include: cryptocurrencies, ESG and fixed income.
  • Appetite for crypto funds in private wealth management Oct 19 2021 7:00 am UTC 60 mins
    Asian Private Banker & OSL
    Are crypto funds – or the incorporation of crypto into funds – an inevitable evolution, and if so, how will such funds evolve overtime? Will growing government intervention into this area be positive or negative for their adoption? And how are private banks responding to this trend?

    Join us to look back on recent and broader market movements for cryptocurrency, as APB brings different market sentiments and viewpoints to the table to discuss the future role of crypto in portfolio construction, particularly in Asia Pacific wealth management, and the ultimate appetite for crypto funds from investors and their advisors.

    - Hosted in collaboration with OSL -

    ---

    Asian Private Banker's Income Week 2021 is a three-part webinar series bringing together leading product providers and private bank specialists to discuss the most innovative yield opportunities as we look ahead towards 2022. This year's themes include: cryptocurrencies, ESG and fixed income.
  • Bridging Traditional Investing with Innovative Lending Recorded: Sep 29 2021 54 mins
    Gordon Crosbie-Walsh, EquitiesFirst; Lemuel Lee, BNP Paribas Wealth Management; Bernard Wai, Citi Private Capital Group
    Beyond traditional investing, what other avenues are available for capital seekers to utilize their holdings to generate additional income? How can non-recourse, non-purpose financing be woven into a private bank or EAM's offering to appeal to all of its client groups? What have been some of the more innovative ways to generate liquidity from clients’ assets developed over the past 18 months?


    From securities lending to private capital leverage, join our panel for a fascinating discussion on the most innovative ways to drive income for private bank and EAM clients, the demand for, and understanding of, alternative sources of liquidity, and clients’ appetite for risk using progressive capital.
  • Reimaging private banking and the optimal trading experience Recorded: Sep 1 2021 54 mins
    Erik Tham, Head of Private Banking Product, MarketAxess & Riad Chowdhury, Head of APAC, MarketAxess
    This webinar explores the importance and possibility of providing a consistent trading experience that combines best-in-class liquidity, data and efficiency. Where are private banks and wealth managers at in optimising their investment execution process for both clients and RMs and what are the most common pain points in the implementation of new trading solutions?

    Join us to discuss key technology trends within the Asia-Pacific private and wealth management market and explore specific use cases of MarketAxess' AxessIQ, built to transform investment advisory and execution workflows for good.
  • Game-changing investment trends to shape 2021 and beyond Recorded: Mar 18 2021 62 mins
    Jansen Phee, UBS; Rodolphe Larqué, Credit Suisse; Wing Chan, Morningstar
    The Year of the Ox is upon us and the team at Morningstar returns with fresh, timely and critical insights to help fund selectors, investment advisors and relationship managers evaluate the best themes and strategies – and their ideal providers – for the year ahead.

    Key points over the hour-long discussion include:

    · A review of demand for ESG funds from both private banks and their UHNWI clients in Asia and how to sort the wheat from the chaff to select the most appropriate ESG products
    · Further insights into China‘s onshore markets and where to focus on growth when faced with a massive suite of opportunities, and who to best provide that opportunity whether global or local providers
    · Fixed-income strategies and how the ever-intense search for yield can take place without undue risk in a world of low-to-no yielding assets
    · How can investors distinguish genuine mega-trends from short-term fads in the increasingly crowded field of thematic funds?
  • Accelerating Advisor Efficiency to Drive Client Engagement Recorded: Jan 28 2021 51 mins
    Albert Chiu, EFG Bank; Alex Sim, UOB Private Bank, Greg King, FactSet, Andrew Shale, Asian Private Banker
    In 2020, we've witnessed an acceleration of wealth management trends that have been playing out over the years. There is now an enormous focus on improving client engagement by providing more personalized insights and data transparency than ever before. The challenge for wealth managers is to find the right balance between scaling the business while still maintaining a personal touch. Join our 50-min webcast session, 'Accelerating Advisor Efficiency to Drive Client Engagement', where we will explore ways that advisors can improve productivity, while still effectively understanding and managing their clients' needs.
  • What will be the legacy of COVID-19 on private banking operations in APAC? Recorded: Dec 3 2020 32 mins
    Patrick Dreyfuss, DBS Bank; Wiwi Gutmannsbauer, UBS GWM; Lorretta Chen, Asian Private Banker
    The APB Virtual Summit 2020 was an unprecedented gathering of the biggest names in global private wealth management. Featuring over eight hours of content, over 20 of the most senior names in global private banking, as well as key representatives from the powerhouses of asset management, alternatives and technology sectors. Find out more: http://apb.events/apbvirtualsummit
  • Private Banking Leader Insights: Claudio de Sanctis, Deutsche Bank WM Recorded: Dec 3 2020 29 mins
    Claudio de Sanctis, Deutsche Bank Wealth Management; Sebastian Enberg, Asian Private Banker
    The APB Virtual Summit 2020 was an unprecedented gathering of the biggest names in global private wealth management. Featuring over eight hours of content, over 20 of the most senior names in global private banking, as well as key representatives from the powerhouses of asset management, alternatives and technology sectors. Find out more: http://apb.events/apbvirtualsummit
  • Private Banking Leader Insights: Vincent Lecomte, BNP Paribas Wealth Management Recorded: Dec 3 2020 21 mins
    Vincent Lecomte, Chief Executive Officer, BNP Paribas WM; Sebastian Enberg, Editor, Asian Private Banker
    The APB Virtual Summit 2020 was an unprecedented gathering of the biggest names in global private wealth management. Featuring over eight hours of content, over 20 of the most senior names in global private banking, as well as key representatives from the powerhouses of asset management, alternatives and technology sectors. Find out more: http://apb.events/apbvirtualsummit
  • Private Banking Leader Insights: Annabel Spring, HSBC Private Banking Recorded: Dec 3 2020 18 mins
    Annabel Spring, Chief Executive Officer, HSBC Private Banking; Sebastian Enberg, Editor, Asian Private Banker
    The APB Virtual Summit 2020 was an unprecedented gathering of the biggest names in global private wealth management. Featuring over eight hours of content, over 20 of the most senior names in global private banking, as well as key representatives from the powerhouses of asset management, alternatives and technology sectors. Find out more: http://apb.events/apbvirtualsummit
  • Private Banking Leader Insights: Jacqueline Loh, Monetary Authority of Singapore Recorded: Dec 2 2020 22 mins
    Jaqueline Loh, Monetary Authority of Singapore; Andrew Shale, Asian Private Banker
    APB Virtual Summit 2020 is an unprecedented gathering of the biggest names in global private wealth management. Featuring over eight hours of content, over 20 of the most senior names in global private banking, as well as key representatives from the powerhouses of asset management, alternatives and technology sectors. Find out more: http://apb.events/apbvirtualsummit
  • Private Banking Leader Insights: Bahren Shaari, Bank of Singapore Recorded: Dec 2 2020 16 mins
    Bahren Shaari, Chief Executive Officer, Bank of Singapore; Andrew Shale, Chief Executive Officer, Asian Private Banker
    APB Virtual Summit 2020 is an unprecedented gathering of the biggest names in global private wealth management. Featuring over eight hours of content, over 20 of the most senior names in global private banking, as well as key representatives from the powerhouses of asset management, alternatives and technology sectors. Find out more: http://apb.events/apbvirtualsummit
  • Private Banking Leader Insights: Philipp Rickenbacher, Julius Baer Recorded: Dec 2 2020 25 mins
    Philipp Rickenbacher, Chief Executive Officer, Julius Baer; Sebastian Enberg, Editor, Asian Private Banker
    The APB Virtual Summit 2020 was an unprecedented gathering of the biggest names in global private wealth management. Featuring over eight hours of content, over 20 of the most senior names in global private banking, as well as key representatives from the powerhouses of asset management, alternatives and technology sectors. Find out more: http://apb.events/apbvirtualsummit
  • Where should investors be focusing in 2021? Recorded: Oct 15 2020 69 mins
    Jay Lee, Michael Wu, Phillip Zhong, Wing Chan (Morningstar Investment Management Asia Limited); Sebastian Enberg (APB)
    The past 12 months have tested the mettle of every professional investor and advisor around the globe. February’s unexpected market sell-off was followed by an even greater unexpected rebound in the months following. The dislocation between market indices and economic indicators remains a massive challenge for investors anticipating market adjustments and downside risk, whilst ensuring that growth opportunities are not missed.
    Research on COVID-19 vaccines meanwhile continues at breakneck speed, with hope to bring one to market soon so the global crisis can be eased and battered economies have a chance to recover.

    2020 was certainly not for the fainthearted, and 2021 doesn’t look to be any easier, so we invite you to join Asian Private Banker and Morningstar for an hour long live discussion with experts debating key themes that should be on top of investors’ agendas for 2021 including:

    - Overview of Covid-19 vaccines development and other treatments – the key to recovery
    - What is the outlook of real estate based on behavioural and structural changes caused by work from home arrangements and growth in online retail demand?
    - Asia Banks: Focusing on Long-Term Fundamentals
    - Is China onshore fixed income the panacea in a world of zero rates and flat yield curves?
    - How to pick the best onshore equity managers in Chinese A-shares?

    SPEAKERS
    - Jay Lee, Equity Analyst Morningstar Investment Management Asia Limited
    - Michael Wu, Senior Equity Analyst, Morningstar Investment Management Asia Limited
    - Phillip Zhong, Senior Equity Analyst, Morningstar Investment Management Asia Limited
    - Wing Chan, Director of Manager Research Practice, EMEA & Asia, Morningstar Investment Management Asia Limited
  • 2021 - The Year for the Greater Bay Area and Wealth Connect? Recorded: Oct 8 2020 52 mins
    François Monnet (Credit Suisse), Tan Siew Meng (HSBC Private Banking)
    The two-way cross-boundary Wealth Management Connect marks another important milestone for the Mainland’s capital account liberalisation after the Stock Connect and Bond Connect schemes. It represents a major breakthrough in Hong Kong’s offshore renminbi business development, and a significant step to foster closer financial cooperation in GBA” as spoken by Mr Eddie Yue, Chief Executive of the HKMA on June 29th 2020.

    How much progress has been made since reforms and responsibilities were outlined in the February 2019 master development plan for this prosperous and populous region, what opportunities await and how have industry participants been preparing to capture these?

    As one of the richest and most developed regions in China, the Greater Bay Area represents unprecedented private banking/wealth management and AUM gathering opportunities for Hong Kong SAR and its private banking industry.

    Are the banks ready and will 2021 finally be the year of the GBA and Wealth Connect?

    SPEAKERS
    - François Monnet, Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse
    - Tan Siew Meng, Regional Head, HSBC Private Banking, Asia-Pacific

    **APB Leaders Week Webinar Series is brought to you by Fidelity International**
  • The shifting axis of Asian Private WM & the devolution of global thinking Recorded: Oct 7 2020 56 mins
    Marc Van de Walle (Standard Chartered Bank), Benjamin Cavalli (Credit Suisse)
    2020 has forced global organisations to think differently about how they run their businesses effectively. Across Asia-Pacific, some of the ‘suppress and lift’ tactics provided an opportunity for domiciled businesses in the region to move more quickly to business as usual whilst their counterparts around the globe were in the early stages of dealing with the crisis and the economic consequences.

    In this webinar, we explore:
    - How has this led to Private Banks in Asia-Pacific benefiting from more localised thinking and regionalised decision making and how has performance compared to other regional hubs of those banks in Europe or North America?
    - What have banks in this region been able to do differently compared to their peers around the globe?
    - Has this experience changed the structural fabric of private banking institutions, in turn shaping what the Asia Pacific based Private Banks of the future will look like?

    SPEAKERS
    - Marc Van de Walle, Global Head, Wealth Management, Standard Chartered Bank
    - Benjamin Cavalli, Managing Director, Head of Private Banking South Asia and Singapore CEO, Credit Suisse

    **APB Leaders Week is brought to you by Fidelity International**
  • What has COVID-19 taught the Private Banking Industry? Recorded: Oct 6 2020 52 mins
    Amy Lo (UBS Global Wealth Management), Ron Lee (Goldman Sachs), Vincent Chui (Morgan Stanley)
    "We are facing a human crisis unlike any we have experienced....[as our (sic)] social fabric and cohesion is under stress," were words from the mouth of UN Deputy-Secretary-General Amina J. Mohammed, at the very start of the crisis in April this year.

    Along with other financial institutions, private banks across the globe had little time or experience to react to the rapidly changing business and work environments to ensure as smooth a navigation as possible surrounding the impact of COVID-19, not only for their own institutions, but simultaneously for those of their clients. In this webinar, we explore fundamental questions:
    - How have private bank leaders changed their modus operandi during such challenging times?
    - How did they cope in informing their staff, maintaining morale and not only sustaining operations, but augmenting their services and products?
    - What lessons have been learnt and how will these experiences manifest in operational activity for the future?

    SPEAKERS
    - Amy Lo, Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management, Head and Chief Executive, UBS Hong Kong Group Managing Director
    - Ron Lee, Head of Private Wealth Management in Asia Pacific, Goldman Sachs
    - Vincent Chui, Chief Executive, Morgan Stanley Bank Asia Limited

    *APB Leaders Week Webinar Series is brought to you by Fidelity International*
  • CEO Straight Talk & Asia equities: the post-pandemic outlook Recorded: Sep 16 2020 82 mins
    Terence Chow (RBC), Sebastian Enberg (APB), Arjan de Boer (Indosuez WM), Marc Bindschädler (Vontobel AM), Charlene Cong (APB)
    CEO STRAIGHT TALK: Asian Private Banker‘s editor, Sebastian Enberg sits down with RBC Wealth Management’s Asia Head and a rising star in the region’s private banking industry, Terence Chow for a live discussion on the complex and evolving needs of Asia’s global families, how the bank is equipped to meet their requirements, and Chow’s vision for business he oversees.


    ASIA EQUITIES: THE POST-PANDEMIC OUTLOOK: While uneven, the global recovery from a once-in-a-lifetime public health crisis is underway with China leading the way. What does the recovery look like from an Asia equities perspective? What does China's handle on the situation mean in terms of investment themes and opportunities? Beyond China, where are the bright spots for Asia equities and how best can investors capture these opportunities? What has COVID-19 revealed about the relationship between ESG, profitability and the performance of Asia equities? And will the pandemic's aftermath fundamentally change the way we approach business and investing?
  • The future of client engagement Recorded: Sep 10 2020 59 mins
    Evy Theunis (DBS Bank), Kevin Herbert (HSBC PB), Ronan Leonard (Refinitiv), Sebastian Enberg (Asian Private Banker)
    Within the private wealth management sector, the inability for physical client engagement over the past six months has led private banks to focus their efforts on their digital and analytics infrastructure to enable them to serve their clients effectively. Beyond virtual meetings, the overarching challenge is how to understand and communicate – both internally and externally – changes to how banks now have to conduct business, and how new systems, analytics and data mechanisms can have as positive impact on performance. As private banks in Asia continue to grapple with the impact of forced change in how they operate – from being unable to travel to see clients, to reviewing portfolios remotely – how are they maximising all the relevant tools available to them, and galvanizing their front line staff in preparedness for a ‘new normal’ in client engagement.

    In this talk, Asian Private Banker will bring you insights into how banks have adapted to the changes forced upon them over the past six months, where opportunities have arisen from adopting a more client-centric approach, and where technology has made the difference and become front and centre of banks’ business strategy.
Thought leadership dialogue for Asia's wealth management communities
Asia's most trusted source for private wealth news and insights delivering independent, authoritative and indispensable intelligence, data and connections solely focused on Asia’s rapidly growing private wealth management communities.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Bridging Traditional Investing with Innovative Lending
  • Live at: Sep 29 2021 2:00 am
  • Presented by: Gordon Crosbie-Walsh, EquitiesFirst; Lemuel Lee, BNP Paribas Wealth Management; Bernard Wai, Citi Private Capital Group
  • From:
Your email has been sent.
or close