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Fees

The role of quality advice in a fee-based future

Bryan Henning, head of global research and investments for Asia at Barclays, tells Hubbis that private banks in Asia need to look at the way they offer advice - along with the overall product and service offering - to be able to move towards fee-based models that clients will accept.

Making the fee-for-advice model work

Evrard Bordier, managing partner of Bordier & Cie in Asia, reveals to Hubbis the bank's value proposition for clients in Asia as well as Europe, and explains how it maintains its niche offering and justifies its fee-for-service model.

Lombard Odier eyes fee-based focus in Asia's polarised landscape

Vincent Duhamel, head of Asia Pacific and Japan at Lombard Odier Darier Hentsch, talks to Hubbis about which banking models he thinks will stand the test of time in the region - and why those opportunistic players which build infrastructure they cannot maintain are doomed to fall short.

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.

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.

Making the fee-paying model work

Despite widely-held beliefs to the contrary, Asian clients will pay fees for advice and service if they feel they get value for money, according to panel speakers at Hubbis' inaugural Independent Wealth Management Forum 2013 in Singapore in mid-March.

India's investment adviser regulations still need clarifications

Weeks after the release of the Investment Adviser Regulations by the Indian regulator, the wealth management industry still has queries about the scope of the regulations, as discussed at a roundtable organised by Financial Intermediaries Association of India (FIAI) and Hubbis.

HSBC removes exit loads from its Indian funds

HSBC Global Asset Management has announced the removal of exit loads from all its mutual fund schemes effective 1 March, 2013.

Standard Chartered focuses on high-tech, high-touch future

Rajesh Malkani, managing director and head of private bank at Standard Chartered Private Bank in North and East Asia, talks to Hubbis about the importance of having a focused and disciplined strategy.

How to provide a differentiated fund offering in Asia

Mark Browning of Franklin Templeton Investments explains some of the key components of the firm’s value proposition as it looks to provide a differentiated offering in Asia.

Why investors would gain from fee-based models

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.

How to make the shift to a fee-based service

Sentiment among many professionals in Asian wealth management is towards fee-based services,but this relies on the right people, processes and culture within an organisation.

Being a good financial adviser

Shelton Chellappah of IPP Financial Advisers explains what it takes to be a competent and effective financial adviser in wealth management today.

Using ETFs within portfolios

Jane Leung of iShares discusses the considerations around how investors should use ETFs in their portfolios, including the importance of fees.

Defining the Indian advice industry

In India, the Indian wealth management industry is referred to as the ‘distribution’ industry by pretty much all the stakeholders – the regulator SEBI, the mutual funds and the industry itself. The industry recommends mutual funds as the main product to invest their client savings and hence, is seen as mutual fund distributers. While SEBI wants the industry to make the transition to becoming advisors, it does not want to provide the regulatory infrastructure or educational support for it to do so – it wants the industry to form a self-regulatory organisation.

Finding the right wealth management model for today's markets

Dr Fred Davies of Insa Investment Software explains why he thinks that “small is beautiful” for wealth management organisations looking to be successful in today’s landscape.

How financial advice is evolving in Asia

David Bellingham of Professional Investment Advisory Services discusses some of the key trends and influences in terms of how advice is being sought and delivered in Asian wealth management today.

How to buy art for investment

Phil Whittaker of Sotheby's Institute of Art discusses and analyses the various ways that people can buy art for investment purposes, and explains the fees involved.

Understanding the appetite for alternatives

Rene Buehlmann, managing director and head of investment products and services in Hong Kong for UBS Wealth Management, talks to Hubbis about opportunities and trends in the alternatives space, including in relation to due diligence and fees, and about what is required to help get advisers more engaged in conversations with clients about relevant products.

How to make the most of the IAM opportunities in Hong Kong

At a roundtable discussion in Hong Kong in March 2012, co-hosted by Hubbis and J.P. Morgan, some of the leading EAM / IAM companies in Hong Kong came together to discuss and debate the various opportunities and challenges they face as part of this evolving segment of the local wealth management landscape.

CEO Interview: ABN AMRO Private Banking in Asia

Hugues Delcourt of ABN AMRO Private Banking explains the firm’s key business lines and strategic objectives for growing in Asia.

Making the most of uncertainty

Maggie Tsui, deputy head of investment services for BNP Paribas Wealth Management in Asia, talks to Hubbis about some of the ways that investors can tackle choppy and uncertain markets via the use of income-enhancing and alternative investment strategies.

Assessing the new independent wealth model for Asia

At a roundtable discussion in Singapore in mid-December, co-hosted by Hubbis and J.P Morgan, many of the leading local EAM practitioners, including key representatives of the recently-launched Association of Independent Asset Managers, discussed and debated the various opportunities and challenges in this space.

How Indian clients manage their wealth

Ashish Kehair of ICICI Securities explains how Indian clients are managing their wealth and their banking relationships, including their views on paying fees for the service they get.

The role and value of custom indices

Paul Thind of RBS looks at the uses of custom index products, explaining their value in volatile markets, as well as the product development phase and how to discuss the products with clients.

Finding a way to overcome ETF frustrations

William Chow, who runs the ETF business for Hong Kong-based Value Partners, talks to Hubbis about his view and outlook on ETFs in Asia, especially given the current stage of the market’s development, and some of the frustrations that many issuers are now facing.

CEO Interview: Religare Macquarie Wealth Management, India

Rohit Bhuta of Religare Macquarie Wealth Management explains why having a long-term view of AUM and revenue is vital in India’s changing advisory landscape.

CEO Interview: Avendus Capital, India

Nikhil Kapadia of Avendus Capital explains why being profitable in India’s wealth management industry today requires a commitment to developing a new approach to doing business which genuinely makes firms relevant to clients.

Why the ETF market needs regulatory reform

Nick Good of BlackRock discusses the key regulatory reforms needed in the ETF market to enhance disclosure and transparency in a bid to improve investor understanding and the overall market landscape.

ETFs – how to use them effectively

Scott Ebner of State Street Global Advisors discusses the role of ETFs in portfolio construction, as well as issues relating to accessing ETFs and fees.



 

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