Alan Luk of Hang Seng Bank talks about the need for diversification, and the approach that relationship managers should take to help clients diversify their portfolios based on lessons learned from the financial crisis.

Chris Van Aeken of Morgan Stanley Private Wealth Management talks about the growing focus on suitability as part of the advisory process, and provides practical suggestions for relationship managers.

Mun Kurup of ING Asia Pacific describes the growing need in Asia for retirement-focused products as part of any sensible financial plan, and explains how advisers can help their clients incorporate them into portfolios.

Robert Cormie of CIBC Private Wealth Management Asia explains the value of asset allocation and diversification throughout market cycles, and also how advisers can help their clients build resilient portfolios.

Leonardo Drago of AL Wealth Partners looks at the benefits – and necessity – of asset allocation, explaining why and how investors must diversify their portfolios and take a longer term approach to their investment strategy.

Hansi Mehrotra of Mercer talks about some of the characteristics of Asia’s wealth management industry from her perspective of providing investment consulting and other services.

Andrew Fung of Hang Seng Bank explains some of the ways to address concerns over suitability by ensuring an appropriate match between clients’ risk profiles and the types of products they are sold.

Marc Van de Walle of Bank of Singapore explains the value and use of core-satellite portfolios for Asian investors, and looks at how these make sense in any investment environment.

The increasing focus on diversification within investment portfolios in the wake of the financial crisis is only the starting point when it comes to asset allocation in Asian wealth management.

Marc Van de Walle of Bank of Singapore discusses how private banks can tackle the revenue challenge they face in today’s environment through the way they approach, structure and review client portfolios.

Anurag Mahesh of Deutsche Bank Private Wealth Management discusses some of the trends in managing risk in client portfolios and reviews the tools which are effective in achieving this.

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.

Nick Good of BlackRock discusses the issues in relation to incorporating ETFs in investment portfolios, and explains why a fee-based advisory model is critical for the greater take-up of ETFs in general in Asia.

Simon Ibbetson of CPG Research & Advisory explains the role and purpose of independent investment research and advisory specialists in being able to create portfolios which meet clients’ needs and expectations.

Graham Rich of Brillient discusses the role and value of portfolio construction, including the use of model portfolios and a fee-for-service approach as part of appropriate and effective financial planning.

Stephen Chang of JP Morgan Asset Management looks at some of the issues and challenges for investors in Asia’s bond market, and explains how they can get access to this asset class.

Martin Dobson of Avenue Capital Management explains the various investment options and considerations for financial advisers during the process of creating suitable portfolios for their clients.

Ray McGregor of Credit Suisse explains the approach many wealthy individuals in Australia take towards their investment portfolios, especially post-financial crisis, and describes the role for private banks in this process.

George Boubouras of UBS Wealth Management reveals the changes in what high net worth and ultra high net worth clients in Australia now want from their private banks, especially in terms of bespoke advice.

Dan Draper of Credit Suisse Asset Management looks at the role of ETFs within portfolios, and explains why and how they add value despite negative publicity and also the preference by advisers towards products with higher fees.

Philippe Descheemaeker of AXA Investment Managers explains the best ways for investors to access fixed income, and looks at how wealth advisers can assess the different funds and fund managers.

Wayne Crispe of ANZ Private Bank looks at emerging investment opportunities arising from the current environment, in particular for income-driven and retirement-focused products.

William Lowndes of Threadneedle explains the key role and characteristics of emerging markets, in particular in terms of how Asian investors should look to use them in their portfolios.

Didier Duret of ABN AMRO Private Banking explains how the advisory process has evolved since 2008, and looks at the changing attitudes of clients in both Asia and Europe towards investing and risk generally.

William Lowndes of Threadneedle explains the main risks and considerations for investors when they look at emerging markets, and also reveals some mistakes people make in their buying decisions.

Todd James of BSI Bank explains the importance and value of diversification through adopting a portfolio approach in terms of asset allocation – rather than picking individual securities.

Mark Wightman of SunGard looks at the growing demand for convertible bonds among private clients in Asia, and explains how wealth managers can sell these products appropriately.

Anthony Chan of BlackRock explains how advisers can guide retail clients appropriately when adding emerging market ETFs to their portfolios.

John Kessell of Morningstar explains how the firm creates high-performing portfolios through its research process, and looks at the value of economic moats.