Who's Who In Private Banking (Mar 2025)

Protecting profits in 2025 is not about predicting market swings, it is about staying invested with discipline, shares UOB Private Bank's head of investment strategy Kelly Chia.
BRANDED CONTENT

The art of stewardship: Navigating markets in 2025

To protect profits, investors should embrace volatility and stay strategically invested, says Kelly Chia, head of investment strategy, UOB Private Bank

‘Given our unique position as an Asian private bank with global operations, we are able to provide clients with both regional and global insights to build portfolios for lasting outcomes,’ says Bank of Singapore’s global chief investment officer, Jean Chia.

Building long-term portfolio thinking through thought leadership

Bank of Singapore focuses on disciplined investment approach to deliver client outcomes

'Not only are we supporting our clients’ wealth ambitions, we are also committed to safeguarding and helping them pass on their wealth to
future generations. Each client is valued and benefits from a tailored approach to meet their unique situational needs and wealth objectives,' says Foo Tian Ong, Standard Chartered Global Private Bank’s Regional Head for Southeast Asia and Singapore Location Head.

Standard Chartered Global Private Bank innovating to redefine wealth management

The Bank leverages its global network and strengths to offer clients valuable on-the-ground insights and tailored solutions

With the rapid rise of wealth in Asia, families are increasingly seeing the need to create structures that can manage their wealth across generations, geographies and motivations.

Creating a family legacy: managing the burgeoning wealth in Asia

UBS highlights the need for family offices and structures amid the rapid rise of Apac wealth

From left (back row): Ken Sze, Head of Investments Asia; Ong Shun Wei, Head of Discretionary Portfolio Management; David Ratcliffe, Chief Operating Officer; Wengmun Loh, Head of Dealing. From left (front row): Tom Road, Team Lead, International; Evonne Tan, Head of Private Bank.

As wealth transfers across generations, family offices look globally for opportunities

Barclays Private Bank draws on its global franchise to create long-term value for clients

Year to date to Mar 24, both the S&P 500 and Nasdaq (above) have chalked up negative returns – minus 1.9 and minus 5.8 per cent, respectively.

Creating portfolio resilience

STRATEGISTS and advisers have warned investors since late last year to brace for volatility. This has come to pass as US President Donald Trump’s rhetoric on tariffs has kept markets on edge.

Potential tariffs imposed by the US raise uncertainties. But strategists remain convinced of the investment case for artificial intelligence, despite valuation challenges.
ROUNDTABLE

Navigating volatility, tariffs and tech

Roundtable participants

In 1994 and 2022, aggressive monetary tightening by the Federal Reserve caused a bond rout, which spilled over into the US equities market.
COMMENTARY

Bonds are still the perennial diversifier for portfolios

For investors with a horizon longer than 12 months, history shows that these securities have fulfilled their hedging function

The evolving co-investment environment gives ultra-high-net-worth investors greater control of their strategies.
COMMENTARY

Co-investing in private markets: a paradigm shift for ultra-wealthy investors

Fuelled by the global surge in demand for diversification, enhanced returns and access to innovative ventures, private markets are experiencing unprecedented growth

Many investors want to wait for the optimal entry point before investing, but without the benefit of hindsight there is no truly predictable “right time”.
COMMENTARY

How I learnt to stop worrying and love the volatility

A healthy investment philosophy underpinning your approach that looks beyond the volatility can be beneficial in the long run