As Thailand's wealth management market continues to develop, investors are likely to be increasingly interested in investing overseas, to diversify their portfolios. But they face various regulatory restrictions.
James Mak of Macquarie Capital looks at how to access principal investments and private equity in key Asian markets.
Amit Shah of IIFL Capital discusses the opportunities India presents to investors, and what they must consider in the process.
India's wealth management industry has taken a new turn in terms of the products available in the market, with a trend for simpler, more solution-oriented products. Industry players have various approaches to product selection.
Depleted trust in banks and advisers in the aftermath of the financial crisis has resulted in reduced investor appetites for risk. Being able to offer the right investment advice and deliver results is a key way for institutions to win back that trust, as well as motivate clients to widen product appetites.
Matthias Weber, partner of fund research and analysis company ifund services, talks to Hubbis about some of the current trends in fund management in Europe, and the role the firm plays in servicing this community.
Ko Tseng, head of the ETF index team at Mirae Asset Global Investments in Hong Kong, explains the firm’s approach to developing its local ETF business, including how to differentiate the offering.
Sammy Yip, head of business and product development at Lippo Investments Management, talks about the firm’s approach to developing innovative ETF strategies.
Alan Armitage, take-to-market director for Asia and emerging markets at Standard Life, explains to Hubbis how the firm now tailors its offerings to meet already-identified customer needs – in turn fostering stronger relationships with key business partners and distributors.
Some wealth management practitioners say they find it difficult to make the case to clients that they're getting significant value for money through buying insurance products. Indeed, the industry – even by its own admission – must do more to meet investors’ expectations, in terms of transparency and fair dealing.
Rahul Bhalla, managing director, Singapore, at Vanguard Investments, explains to Hubbis the importance of a fee-based model in ensuring wealth managers advise clients about products suited to their best interests, such as ETFs.
As part of efforts to enhance and evolve the product offering in Indonesia, wealth management firms and their advisers must educate their clients on how to view and structure their portfolios.
Neal Armstrong of Standard Life looks at the changing role of insurance within wealth management in Singapore, and discusses how the product offering is likely to evolve, especially in line with new regulations.
Property is already a highly-sought after and widely-owned asset class among Asian investors. Listed property is an additional option for a portfolio. But both need to be carefully selected, says Richard Kateley, executive vice president, client service and marketing, at global real estate investment manager Heitman.
Eugene Lee, managing director and global head of sales at E Fund Management, talks to Hubbis about how investors are using ETFs in their portfolios, and what they should bear in mind.
Mark Vanderkolk, investment specialist at BNP Paribas Investment Partners in Asia, explains the importance and application of dividend-paying stocks as part of any investor’s income strategy.
Eugene Lee, managing director and global head of sales at E Fund Management, talks to Hubbis about effective ways for foreign investors to get access to China, and explains the importance of China as part of any portfolio.
Marco Montanari, head of db X-trackers ETFs and db-X funds Asia at Deutsche Bank, explains to Hubbis why he is optimistic for continued ETF growth in Asia, and especially in emerging markets once liquidity issues can be overcome.
Wallace Woo, managing director, senior investment counselor in the key clients group at BNP Paribas Wealth Management in Asia, talks to Hubbis about how the firm is developing its advisory and product offering to engage clients in a more targeted way.
Joshua Crabb of BlackRock explains the common misconceptions investors have in understanding income and yield.
Ajai Kaul, chief executive officer and head of sales at AllianceBernstein in Asia ex-Japan, talks to Hubbis about how the firm’s offering tallies with what investors are looking from their investments.
Joshua Crabb of BlackRock explains key trends in relation to the appetite among Asian investors for income products and strategies.
Henry Wong of BEA Union Investment Management Limited explains the decision-making process and considerations for investors when they buy individual bond funds, and looks at what can go wrong.
Tony Edwards, chief executive officer of Robeco in Asia Pacific, tells Hubbis about some of the opportunities for investors to create more robust portfolios – all of which rely on sound analysis and tailored advice.
David Blitzer, managing director and chairman of the index committee at S&P Dow Jones Indices, talks to Hubbis about the various benefits of passive investing compared with taking a more active approach, and looks at how and why investors should use ETFs to achieve various objectives.
Sharat Shroff of Matthews Asia explains the considerations for investors to bear in mind when they buy equities, especially in emerging markets.
Stephen Grundlingh, co-chief executive officer, Templeton Asset Management, Singapore, and regional head, South-east Asia, Franklin Templeton Investments, looks at appetite among Asian private clients for investments such as funds, income-generating products and emerging markets, and explains where this fits within the firm’s broader strategy in the region.
Xav Feng of Lipper looks at where funds are flowing to and from, and explains the trends to watch for in terms of asset classes and regions which stand to gain and suffer from investor sentiment.
Naomi Ballantyne of Partners Life explains the key features and characteristics of the life insurance market in New Zealand, including the regulatory environment and the distribution model.
It seems that Asia’s notoriously-speculative investor base is seeing value – for many of them for the first time – in properly-diversified portfolios and more measured returns.
