How can banks rebuild trust?
In today’s difficult environment, many wealth management firms in Asia are struggling to establish trust-based relationships with clients that are stable enough to ensure those clients opt for discretionary mandates. Onboarding the people with the right profiles and skillsets can help with this, along with minimising turnover or churn of advisers within the organisation. In addition, communication and understanding your clients are both key to trust-based relationships – rather than simply offering them what you think they need.
DPM: how does Asia differ from elsewhere?
In order to develop a winning discretionary portfolio management (DPM) offering in Asia, organisations and their advisers need to be aware of the various ways in which the general culture, expectations, and preferences of wealthy Asian clients differ from those of wealthy clients elsewhere in the world.
The growing role for a true advisory offering
Chris Van Aeken, chief executive officer of Bank Morgan Stanley AG, and head of products and services, international wealth management at Morgan Stanley, explains to Hubbis the increasing importance of a more focused and client-centric product and advisory offering, especially given uncertain and volatile markets.
Low rates drive innovation in insurance features
Choon Nean Chong, director, private client services at Jardine Lloyd Thompson, talks to Hubbis about recent innovations by insurance companies in terms of product features to cater to evolving demand, especially in the high net worth segment.
Creating more access to China for foreign investors
Freddie Chen, managing director of China Asset Management (Hong Kong) Limited, talks to Hubbis about the various product development initiatives the firm has in place to create new opportunities for foreign investors to access China, especially the RQFII ETF.
Smarter ways to trade equities
Ernst Roth, managing director of theScreener in Singapore, talks to Hubbis about the firm’s offering in the equities space, and outlines the value it provides for the wealth management industry.
The danger of DIY wealth management
Mandeep Nalwa, chief executive officer and founder of Taurus Wealth Advisors, the independent asset management company, talks to Hubbis about the importance of clients opting for an advisory-led approach rather than trying to be self-directed.
Investing in equities in 2013
Neil Robson of Threadneedle Investments looks at opportunities and considerations for investing in Asian and global equities in 2013.
Helping Indonesian clients set return expectations
Advisers in Indonesia must take time to properly assist clients in setting their return expectations.
How to win discretionary mandates from Asian clients
Arjan de Boer, managing director and head of private banking, North Asia, at ABN AMRO Private Banking, talks to Hubbis about the growing opportunities for discretionary portfolio management (DPM) in the region, as well as the components of a successful DPM offering that will appeal to – and manage the expectations of – Asian clients.
Opportunities in equities markets
Neil Robson of Threadneedle Investments explains his outlook for investing in various equities markets around the world.
Creating a partnership approach
Amelie Remond, head of business development, private banks, Singapore and Hong Kong, at Aberdeen Asset Management Asia, explains to Hubbis how product providers and private banks can work together more closely – and effectively – to develop offerings in line with genuine client needs and shifting market circumstances.
Key components of world-class investment advice
Delivering solid investment advice that manages client expectations and builds trust comes down to advisers having open and realistic conversations with clients about products, strategies and other topics they know, says Sen Sui, senior director and head of markets and investment solutions for Credit Agricole Private Banking in Asia.
Accessing income opportunities
As the importance of income looks set to stay, Charles Chui, director, asset management at Falcon Private Bank, looks at some of the current opportunities and considerations for investors.
The need for specialists when investing in China
Steve Chiu, managing director at Bosera Asset Management, talks to Hubbis about the approach investors should take when investing in China and getting access to RMB assets.
The outlook for bond investing
Henry Wong of BEA Union Investment Management Limited looks at some of the main trends in the appetite for Asian bonds and other income products, and explains some of the factors influencing this.
Using ETFs within portfolios
Jane Leung of iShares discusses the considerations around how investors should use ETFs in their portfolios, including the importance of fees.
Supporting the drive for efficiency and performance
Jean-Luc Freymond, chief executive officer of SAGE SA, talks to Hubbis about how wealth management organisations should look to enhance their systems to optimise portfolios and better-manage risk, and in turn enhance performance.
Banks take more selective approach to product shelf
Lionel Florentin, head of distribution for Amundi in South-east Asia, tells Hubbis about the shift by private banks to more of a preferred-partner approach to their platforms, and looks at some of the considerations for investors in relation to income strategies.
Why investors must take a more balanced approach to income
Eddy Tsoi, head of fixed income advisory at BNP Paribas Wealth Management in Asia, talks to Hubbis about key considerations for investors to manage and fully understand the exposure in their portfolios to income-generating products.
Taking a more strategic approach to emerging markets
Simon Godfrey, head of investment specialists in the emerging markets group at BNP Paribas Investment Partners in Asia, talks to Hubbis about where to find opportunities in emerging markets, and how to view their role within portfolios in today’s risk-on / risk-off world.
Creating a successful fund distribution strategy in Asia
Xav Feng of Lipper reveals the components of effective fund distribution strategies in Asia, and looks at trends and appetite for UCITS funds.
How to select fund managers
Moz Afzal of EFG Asset Management explains some of the key due diligence techniques and decision-making criteria to select the right fund managers.
Developing a discretionary portfolio culture in Asia
Moz Afzal of EFG Asset Management discusses the potential for more money to be put into discretionary portfolios in Asia, and explains what banks and advisers can do to help this gather momentum.
Key considerations when buying income products
Henry Wong of BEA Union Investment Management Limited discusses the various factors which influence the investment decisions for buyers of income products.
How to drive more discretionary mandates
Adam Tejpaul, head of investments at J.P. Morgan Private Bank in Asia, talks to Hubbis about the importance of discretionary mandates for the region’s wealthy, and what it takes to encourage clients to put their money in someone else's hands.
Striving for rational portfolio construction
Danny Howell, head of wealth management for Towers Watson in Asia, talks to Hubbis about the challenges for investors in being rational about how they create their portfolios, and explains some ways to try to overcome these.
A partnership approach to product strategy
Lennie Lim, managing director and regional head of Legg Mason in Asia, talks to Hubbis about the firm’s focus on strategic partnerships to help it not only meet investor appetite, but also stand out amidst its 100-plus competitors.
Building a more rounded portfolio
Danny Howell, head of wealth management for Towers Watson in Asia explains some of the products and strategies for investors to create effective and suitable portfolios.
Building more efficient and rational portfolios
Sandro Steiner, partner and managing director of independent asset manager OLZ Wealth Management in Singapore, explains how to advise investors effectively, so they get efficient and liquid portfolios where they actually understand the risks they are taking.