Why advisers need to manage investors
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.
Understanding emotional and psychological biases in investing
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.
How advisers can help clients overcome behaviour-led bias
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.
Building portfolios for a new investor mindset
In Part 1 of this documentary, practitioners discuss the growing role, importance and integration of asset allocation & behavioural finance to create robust portfolios.
Tackling behavioural biases
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.
How to build robust portfolios for a new investor mindset
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.
Understanding the personalities and actions of investors
Greg B. Davies of Barclays Wealth explains the practical role that behavioural finance plays in wealth management, in particular to identify different personalities.
How Barclays Wealth is putting behavioural finance into practice
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.
How to address a client's behavioural biases
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.
Hong Kong regulator fines Quam for internal control failings
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.
Behavioural finance – preventing clients from making mistakes
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.
Behavioural finance – investor attitudes to wealth
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.
Behavioural finance – understanding entrepreneurs
Peter Brooks of Barclays Wealth discusses how entrepreneurs tend to approach financial decision-making, and therefore what wealth managers can do to help these types of clients in practice.
Helping clients deal with emotions when investing
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.
Using personality assessment to advise investors
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.