Percy Chan of Bank of East Asia explains the various investment products available to wealthy individuals in China, and looks at the process and regulatory approvals involved in developing and launching new products.

Calvin Tso of HSBC reveals some of the key developments and changes underway in Taiwan’s wealth management industry – especially regulatory trends and their implications for products and sales practices.

Hsiao-Yun Lee of Societe Generale Private Banking explains the bank’s various product innovations and initiatives in China, and also looks at how to service local clients in an effective way.

In the final part of this product briefing, market practitioners look at key issues and considerations in terms of how to sell equity derivatives appropriately to end-clients – focusing on suitability and addressing some of the common misunderstandings, plus a look at market changes since the financial crisis.

In Part 1 of this three-part product briefing, experienced market practitioners talk about the basics of equity derivatives – including their key features, different types and applications of options, common ways that equity derivatives are used, and the characteristics, uses and risks of capital protection.

Despite maintaining a cautious approach to investment strategy, wealth managers across Asia have pinpointed growth as the most important product feature this year, according to an industry survey.

Thomas Fang of UBS explains the basic features, applications, benefits and risks of structured products, including the lessons learnt about them following the experience of the financial crisis.

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.