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.

The “holy grail” for wealth management organisations is a greater engagement by clients of discretionary mandates.

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.

ABN AMRO Private Banking has hired Jacqueline Koo to a newly-created position of head of Asian discretionary portfolio management (DPM) to further strengthen the bank’s offering in this area.

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.

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.

Esther Heer, deputy chief executive officer of BSI Bank in Asia, explains to Hubbis how the firm is pursuing a model to deliver discretionary advice as a core offering, and reveals what it takes to make this a success.

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.

Andrew Macintosh of National Australia Bank talks about the bank’s strategy in Asia, and how it is growing its discretionary portfolio management offering for both local and expatriate clients.