Being flexible and thorough to satisfy client appetite
Gary Tiernan, global head of investment advisory and client segment management at Standard Chartered Private Bank, tells Hubbis what matters when assessing which product providers can deliver on the need to meet the portfolio requirements and expectations of clients.
Product offerings: separating the winners and losers
As part of the constantly-evolving relationship between product manufacturers and distributors, Paul Hodes, managing director and head of wealth management, consumer bank, Asia Pacific at Citibank, explains to Hubbis what's important to him when selecting different providers.
Driving a discretionary approach to managing money
Vincent Duhamel, head of Asia Pacific and Japan for Lombard Odier Darier Hentsch, explains to Hubbis why he expects to see a continued move away from traditional brokerage models towards a fee-for-service culture based on managing money well.
How to build automated and optimised portfolios
Investors striving for better portfolio diversification now have access to the tools to achieve this via tailored and optimum baskets of underlyings - and possibly better yields for a given risk profile. This is thanks to 12 months of research and development of the Underlying Optimizer tool by Swiss integrated investment service provider Leonteq Securities AG.
Growing global appetite for Asian assets
Julian Ide of Old Mutual Global Investors looks at the growth in interest in Asian assets - and the region generally - among international investors.
Getting greater DPM penetration in Asia
At the first Hubbis High-Impact Briefing in Hong Kong, 20-plus senior product and fund gatekeepers at the leading private banks, consumer banks, IFAs and independent wealth managers gathered to discuss how to build an effective discretionary offering in Asia. The event was supported by BNY Mellon Managed Investments, Deutsche Asset & Wealth Management, and J.P. Morgan.
Finding opportunities within Asian equities
Sunil Asnani of Matthews Asia talks about trends in Asian equities, investment approaches in emerging markets, and his firm's equities strategy in the region.
Evolving the product offering in Indonesia
With around 800 listed investment products available for local investors, Indonesia presents a lot of scope for the expansion of product platforms. This is starting to happen, slowly.
Diversifying into global equities
Jacob Lundquist of Nordea Bank discusses the need for Indians to diversify out of Indian equities, and explains the firm's collaboration with ICICI Prudential to give local investors more global exposure.
A selective approach to equity portfolios
Adam Tejpaul, head of investments at J.P. Morgan Private Bank in Asia, talks to Hubbis about why he thinks a disciplined approach to developed market equities is a sensible approach, along with selective allocations to emerging markets.
Making advice count through the product offering
Stephanie Lair, head of products & services for Asia Pacific at BNP Paribas Wealth Management, talks to Hubbis on providing clients with the service they need in order to grow their wealth in a prudent and sustainable way.
Facing up to the challenges in Asia for mutual fund penetration
Andrew Hendry of M&G Investments discusses the features and characteristics of the Asian wealth management market which create challenges for bankers trying to sell mutual funds to their clients.
Making the case for more equities
Ernest Low, general manager, product & research, at Professional Investment Advisory Services (PIAS) in Singapore, talks to Hubbis about his outlook for equities and how investors should adjust their portfolios accordingly.
The lure of commodities for client portfolios
Shan Saeed of Dita Advisory Services talks about the role of commodities in client portfolios, and explains why many high net worth individuals should increase their allocation.
Staying on top of stock trends
Ernst Roth of theScreener explains what his firm does and how the growing demand for timely stock information for investors prompted its expansion into Asia.
Finding value in Asia's credit markets
Alexandre Bouchardy, head of fixed income for Credit Suisse's asset management business in Asia, talks to Hubbis about the state of the region's credit markets, including considerations for investors.
Indian environment for ETFs improving
Exchange traded funds (ETFs) look likely to flourish in India with various applications for them in investor portfolios based on achieving different needs and objectives.
Ambit launches first Indian long short AIF
Ambit Investment Advisors, the asset management business of Ambit Capital group, has launched an Alternative Investment Fund (AIF), which will invest in Indian listed equities using a long short investment strategy. The fund will be the first long short AIF in the Indian market.
Giving Asia global access to structured products
Stefan Schulze, senior sales and product manager at Scoach, explains to Hubbis why the European exchange platform is reaching out to the Asian market with new opportunities to invest in structured products on a global basis.
Putting a pure open-architecture philosophy into practise
Marc Van de Walle, managing director and global head of products at Bank of Singapore, talks to Hubbis about how the organisation's product platform is structured and reveals the priorities for developing it further.
The benefits of structured products
Michael Hartweg of EFG Financial Products describes the benefits such as flexibility and transparency of using structured products.
How Citi brings best-of-breed to Asian clients
Paul Hodes, head of wealth management for the consumer bank at Citibank in Asia Pacific, reveals the bank's success story in delivering value to clients.
The Chinatrust approach to private client advisory
Dennis Harhalakis, head of products and services, private banking at Chinatrust Commercial Bank, talks to Hubbis about the bank's approach to advising its clients, as well as around fees.
India's call for simpler products and more coherent marketing
Simpler products and more alignment of industry initiatives around marketing activities and education are key priorities for industry players in 2013.
Distribution model to prevail in Indian retail segment
Banks and IFAs looking to generate interest amongst retail customers in mutual funds and insurance products are likely to retain the distribution model, looking at embedding advice into products they offer.
How Fidelity is evolving its funds distribution model
Bruno Lee, regional head of retail for Fidelity Worldwide Investment in Asia Pacific ex-Japan, tells Hubbis how the firm is now targeting end-clients directly with what it believes is a new way to distribute a broader offering of mutual funds.
Creating winning independent product offerings
Having in place investment processes and generating performance which meet client expectations are a result of taking a client-centric approach, according to panel speakers at Hubbis' inaugural Independent Wealth Management Forum 2013 in Singapore in mid-March.
The attraction of investing in Asia
Pius Zgraggen of OLZ & Partners explains why European investors and family offices should consider investing in Asia, including how they can do it and what to be aware of.
What is quality advice in the context of DPM?
Discretionary portfolio management (DPM) has not yet been fully accepted by clients and become widespread within Asia’s flourishing private banking and wealth management industry. Ways to address this issue include understanding what sorts of relationships will work for different clients, identifying ways to help them preserve their wealth, as well as open architecture, increased transparency and accountability, and flexibility around fees.