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Top Headlines in the Last 7 Days 

(6th – 12th Nov 2017)

No. 1 Global Wealth Manager & Brokerage – Charles Schwab Launches Singapore Office

Charles Schwab has launched the Singapore office to provide Singapore and Asian investors access to the United States market through its proprietary tools and research, quality service and competitive pricing.

Charles Schwab Singapore is a subsidiary of NYSE-listed global wealth manager and brokerage firm Charles Schwab Corporation (NYSE: SCHW).  In 2011, Charles Schwab had acquired optionsXpress, a derivatives trading platform.

Charles Schwab is a leading global wealth manager and brokerage firm with more than 10.6 million active brokerage accounts and US$3.18 trillion in client assets globally (as of 30 September 2017).  Learn More …

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The 2023 Investment Day | HK & SG
Where do you invest $250k, $1 million, $10 million, $100 million or $1 billion? Can you generate IRR of 10% / 15% / 20% or more? Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Taking place on 28th March 2023 in Hong Kong, 4th April 2023 in Singapore, and Virtual Investment Day in April 2023.
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No. 2 BNP Paribas Wealth Management Publishes 2018 Global Entrepreneur Report

BNP Paribas Wealth Management releases the 2018 Global Entrepreneur Report, revealing 39% of elite entrepreneurs consider “positive impact” on how they assess business performance and investments.

The report clearly demonstrates a shift in the entrepreneur’s mindset across all regions.  The report polled 2,700 multi-millionaire entrepreneurs in 22 countries, with a total wealth of USD 36 billion.  Learn More …


No. 3 JP Morgan Private Bank Hires UHNW Business Head Stella Lau from UBS

JP Morgan Private Bank has hired Stella Lau as Team Leader for China in Singapore.  She will report to Grace Lin, Head of China Market in Hong Kong.

Stella joins from UBS Singapore, where she was the Head of Business for UHNW Greater China and Singapore.  Prior to UBS, she was with Credit Suisse.  Learn More …


No. 4 Bank J. Safra Sarasin Hires Bellen Chang as Client Advisor for UHNW Philippines Team from UBS

Bank J. Safra Sarasin has hired Bellen Chang as client advisor for its UHNW Philippines Team in Hong Kong from UBS.  She will report to Vinay Gandhi, Managing Director & CEO in Singapore and Enid Yip, CEO Asia in Hong Kong.

Bellen joins from UBS , where was the Executive Director and Client Advisor.  Prior, she was with American Express, J.P. Morgan Chase and Citibank.  Learn more …


No. 5 BNY Mellon Investment Manager Makes Senior Hires for China Market

BNY Mellon Investment Management, the world’s largest multi-boutique asset manager with $1.8 trillion AUM, announced the hiring of Lydia Wu as Institutional Sales Director for China and Gigi Wang as Business Development Manager for the China market.

Lydia will be based in Hong Kong while Gigi will be based in Shanghai.  Both Lydia and Gigi will report to Jessie Zhang, Head of Institutional Distribution for Greater China and Southeast Asia.

Lydia joins from State Street Global Advisors where she was the Vice President of China Business Development and prior, Morgan Stanley Investment Management.  Gigi joins from Bosera Asset Management where she held the role of Institutional Business Development Director.  Learn More …


No. 6 State Street Hires Johnnie Yung as Head of Portfolio Strategists Asia ex-Japan from BlackRock

State Street Global Advisors (SSGA) has hired Johnnie Yung as head of portfolio strategists for Asia ex-Japan from BlackRock.  Based in Hong Kong, he will report to Jonathan Shead, Head of Portfolio Strategists, APAC in Australia.

Johnnie joins from BlackRock where he was the Director and Head of Beta Strategies Portfolio Management for Asia ex-Japan.  Prior, he was from Dacheng Fund Management, RBS, DBS, Ontario Teachers’ Pension Plan and Manulife.  Learn More …

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