The after-effects of the financial crisis on Asian investors’ risk and product appetite, and their wealth management relationships in general, has made it more important than ever before to review the advisory process with behavioural biases in mind.

Greg B. Davies of Barclays Wealth discusses the bank’s focus on behavioural finance, and explains how and why it is applying the various techniques as a key part of its overall advisory framework.

In Part 1 of this documentary, practitioners discuss the growing role, importance and integration of asset allocation & behavioural finance to create robust portfolios.

Peter Brooks of Barclays Wealth looks at the desire for more financial discipline across Asia, and explains what the key findings from a recent global survey highlight about behavioural biases of wealthy individuals.

In Part 2 of this documentary, market practitioners reveal some of the key behavioural biases which Asian investors suffer, and explain how advisers can try to help their clients overcome them.

Arun Abey of ipac Securities explains the basics of behavioural finance, discussing some key findings of recent research in this area and looking at the influence of various biases on investment decision-making.

Greg B. Davies of Barclays Wealth reveals the value and application of the firm’s financial personality assessment tool, and explains how behavioural finance can be used practically.

Peter Brooks of Barclays Wealth explains some of the practical techniques and tools for relationship managers and other advisers to help clients avoid falling into some of the common behavioural traps.

Greg B. Davies of Barclays Wealth looks at the main biases among investors within wealth management, and explains how relationship managers can try to address these effectively.

Greg B. Davies of Barclays Wealth explains some of the emotions and behaviours driving investors’ decision making, and reveals how advisers can help clients address these for the benefit of their portfolios.

Arun Abey of ipac Securities discusses the increasing relevance of behavioural finance in Asian wealth management, and explains how advisers can help their clients overcome investment biases.

Greg B. Davies of Barclays Wealth explains the practical role that behavioural finance plays in wealth management, in particular to identify different personalities.

Hong Kong’s securities regulator has reprimanded and fined Quam Securities Company and its responsible officer at the time, Calvin Chiu, HK$1.3 million for internal control deficiencies in handling accounts for clients from mainland China.

By factoring in emotions and behavioural biases as part of their advice, relationship managers (RMs) and advisers can help their clients manage their portfolios in a much more effective way, says Peter Brooks, behavioural finance specialist for Barclays in Asia Pacific.