Who's Who in Private Banking (Aug 2022)

Clockwise from top left: HSBC's Philip Kunz, Citi Private Bank's Lee Lung-Nien, Pictet Wealth Management Asia's Tee Fong Seng, Julius Baer's Jimmy Lee, Lombard Odier's Vincent Magnenat, UBS Global Wealth Management's Patricia Quek, and Credit Suisse's Benjamin Cavalli.
WHO’S WHO IN PRIVATE BANKING

Resilient, diversified portfolios will tough out rough markets

Roundtable participants

Building a sustainable portfolio in uncertain times
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Building a sustainable portfolio in uncertain times

The rigorous integration of sustainability factors into investment processes allows for a more complete analysis of an investment

The number of family offices in Singapore jumped fivefold between 2017 and 2019, and almost doubled from 400 at the end of 2020 to 700 a year later.

Singapore family office scene set to soar in sophistication 

Private capital markets, sustainable investing, and philanthropy are key trends to watch in the industry

Investors who choose to stay strategically invested in safe-haven assets, such as cash and core sovereign bonds, will have to bear a particularly severe erosion of capital.
WHO’S WHO IN PRIVATE BANKING

Higher inflation has long-lasting implications for asset-class dynamics and strategic asset allocation

There will be an increasing focus on asset classes that actually protect capital in real terms

While grant-making often remains the basic tenet of a family’s philanthropic efforts, the younger generations are also exploring other social impact tools now at their disposal, such as venture philanthropy, social impact bonds and impact investing.
WHO’S WHO IN PRIVATE BANKING

Family offices redefine philanthropy as they focus on making social impact

New wealth owners in Asia-Pacific are changing the order of managing their assets and putting purpose first

There is no doubt that there is currently a higher risk to trading digital assets, given their early stage of development.
WHO’S WHO IN PRIVATE BANKING

Crypto for all seasons

Outlook and opportunities in the digital assets space, through a seasonal lens

Just 14 per cent of the plastic packaging used globally is recycled, while 40 per cent ends up in landfills and 32 per cent in ecosystems, with the remaining 14 per cent incinerated.
WHO’S WHO IN PRIVATE BANKING

From waste to wealth: Opportunities abound in a circular economy

To invest with a circular economy framework is to invest in the winners of tomorrow

The fact that private assets do not report frequent valuations, blurring somewhat their underlying economic volatility, may help to reduce the emotional charge associated with public assets during episodes of financial turmoil.
WHO’S WHO IN PRIVATE BANKING

Updating your investment playbook with private assets: Why invest, and why now?

Amid rising policy rates and economic headwinds, there are many good reasons to continue or start investing in private assets

Endowment-style investing enables investors to take full advantage of buying opportunities. They provide leverage during market volatility and corrections as they expect prices and valuations to recover over market cycles.
WHO’S WHO IN PRIVATE BANKING

Private investors stay resilient with endowment-style investing 

Make use of alternative investments to diversify portfolio assets beyond traditional asset classes

Julius Baer keeps focus on wealth management opportunities in Asia
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Julius Baer keeps focus on wealth management opportunities in Asia

Singapore, Greater China and India are among the countries that are strategically important to the bank