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chengwh1 Elite	28-Nov-2017 11:27        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	From my experience in the PB world, I recalled this man below has the human touch,... spoken with him once,.... https://www.finews.asia/finance/26046-peoplemoves-bor?utm_source=newsletter_313& utm_medium=email& utm_campaign=finews-asia-newsflash
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chengwh1 Elite	19-Oct-2017 10:37        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Private Banking needed more human touch,... I think,... pasttime      ( Date: 18-Oct-2017 22:08) Posted: western banks are reducing headcount as they said AI can help the work done by these human.
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famouspinky Supreme	18-Oct-2017 23:04        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sti how? Lol pasttime      ( Date: 18-Oct-2017 22:08) Posted: western banks are reducing headcount as they said AI can help the work done by these human.
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pasttime Elite	18-Oct-2017 22:08        pasttime About Contact  Quote this Post!   Yells: "Buy good stock on sale and collect dividend long long time"
x 0   x 0  Alert Admin	western banks are reducing headcount as they said AI can help the work done by these human.
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chengwh1 Elite	18-Oct-2017 16:49        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	How are the product offerings at UBM Wealth Mgmt ? Are they beneficial to clients ? http://sbr.com.sg/financial-services/in-focus/private-bank-holds-largest-aum-in-singapore
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chengwh1 Elite	17-Oct-2017 12:31        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.5% per trade being charged,... wow,... minimum $120.00. That' s why we call this private banking, right ?
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chengwh1 Elite	15-Oct-2017 13:04        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes,... agreed that we shld have relationship withmore THAN ONE bank,... so as not to be tied down by one bank. AI accreditation is good too,... but I find that the products are still quite hard to justify,... with the alternative assets thing,... and yes, knowledge is important before buying,... But I find some private banking facilities have a lot  more of ' better' products than other private banks,... charges are different too among different private banks,.... jm2212      ( Date: 13-Oct-2017 17:09) Posted: Establish relationships with more than 1 bank, certified as AI so that can instruct and close deal over the phone. Most of the products are not very diff from bank to bank, you need to have some knowledge as their job is convince you to buy chengwh1      ( Date: 13-Oct-2017 17:04) Posted: But even if an RM has great attention for us, if the bank' s products are not good,... it' s not worth it to put our funds there too, right ? And I always hear of,.. sorry to say this, Treasures RM neglecting the client, and these people always change,... If urgently needing to buy a ctr before it moves,... big problem already.... how to go aorund this
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jm2212 Veteran	13-Oct-2017 17:09        jm2212 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Establish relationships with more than 1 bank, certified as AI so that can instruct and close deal over the phone. Most of the products are not very diff from bank to bank, you need to have some knowledge as their job is convince you to buy chengwh1      ( Date: 13-Oct-2017 17:04) Posted: But even if an RM has great attention for us, if the bank' s products are not good,... it' s not worth it to put our funds there too, right ? And I always hear of,.. sorry to say this, Treasures RM neglecting the client, and these people always change,... If urgently needing to buy a ctr before it moves,... big problem already.... how to go aorund this ? jm2212      ( Date: 13-Oct-2017 13:26) Posted: If your investible assets is like less than $5m, my adv is stick with premier or treasure or priority level, you get better attention from your rm
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chengwh1 Elite	13-Oct-2017 17:04        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	But even if an RM has great attention for us, if the bank' s products are not good,... it' s not worth it to put our funds there too, right ? And I always hear of,.. sorry to say this, Treasures RM neglecting the client, and these people always change,... If urgently needing to buy a ctr before it moves,... big problem already.... how to go aorund this ? jm2212      ( Date: 13-Oct-2017 13:26) Posted: If your investible assets is like less than $5m, my adv is stick with premier or treasure or priority level, you get better attention from your rm
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jm2212 Veteran	13-Oct-2017 13:26        jm2212 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	If your investible assets is like less than $5m, my adv is stick with premier or treasure or priority level, you get better attention from your rm
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chengwh1 Elite	13-Oct-2017 11:12        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I see,...bro Goldfinger,... why don' t trust ? Can help me a bit here ? Thru the years,... actually I managed to get some good deals from them,...worked with them quite well too. Goldfinger      ( Date: 13-Oct-2017 07:25) Posted: Haha - I not PB Nor Premier. Don't trust these types generally. Heehee.
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Goldfinger Supreme	13-Oct-2017 07:25        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha - I not PB Nor Premier. Don't trust these types generally. Heehee.
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chengwh1 Elite	12-Oct-2017 22:55        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	When DBS took over ANZ in Singapore, some of the ANZ Private Banking Clients who moved over to DBS Treasures Private Client discovered that some of their instruments had their terms modified to suit the DBS-equivalent products. Some terms are not favourable compared against the earlier terms offered when these ANZ PB Clients were with ANZ PB. Did any of you experience this, and how did you overcome such issues with DBS Treasures PB ?
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chengwh1 Elite	11-Oct-2017 17:37        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good evening, forummers,.... With the private banking and wealth management industry changing rapidly, perhaps we can share our experiences here. Recently DBS has bought over ANZ Singapore, and with this deal, the ANZ Private Banking (PB)  Unit has been absorbed into DBS. Has anybody had any experiences with this change ? ...Especially for  ANZ PB Clients who had to move over to DBS Private Banking or DBS Treasures....
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