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.
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.
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.
Simpler products and more alignment of industry initiatives around marketing activities and education are key priorities for industry players in 2013.
Pius Zgraggen of OLZ & Partners explains why European investors and family offices should consider investing in Asia, including how they can do it and what to be aware of.
Chris Van Aeken, chief executive officer of Bank Morgan Stanley AG, and head of products and services, international wealth management at Morgan Stanley, explains to Hubbis the increasing importance of a more focused and client-centric product and advisory offering, especially given uncertain and volatile markets.
As private banks and asset managers look to create win-win offerings through more tailored products and strategies – senior product gatekeepers and leading product providers in Asian wealth management gathered at a recent roundtable hosted by Hubbis and Thomson Reuters in Singapore to discuss and debate the key issues and talking points.
UBS Wealth Management is recommending that investors should focus on the opportunities presented by emerging markets in 2013.
Jane Leung of iShares explains why there is a need for more ETF education in Asia, and looks at the key decision-making factors for investors when they buy ETFs.
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.
ABN AMRO Private Banking has launched its Asian discretionary portfolio management (DPM) service with the aim of extending it to global high net worth (HNW) individuals.
Advisers in Indonesia must take time to properly assist clients in setting their return expectations.
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.
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.
Amelie Remond, head of business development, private banks, Singapore and Hong Kong, at Aberdeen Asset Management Asia, explains to Hubbis how product providers and private banks can work together more closely – and effectively – to develop offerings in line with genuine client needs and shifting market circumstances.
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.
By factoring in emotions and behavioural biases as part of their advice, relationship managers (RMs) and advisers can help their clients manage their portfolios in a much more effective way, says Peter Brooks, behavioural finance specialist for Barclays in Asia Pacific.
Steve Chiu, managing director at Bosera Asset Management, talks to Hubbis about the approach investors should take when investing in China and getting access to RMB assets.
Jane Leung of iShares discusses the considerations around how investors should use ETFs in their portfolios, including the importance of fees.
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.
Jean-Luc Freymond, chief executive officer of SAGE SA, talks to Hubbis about how wealth management organisations should look to enhance their systems to optimise portfolios and better-manage risk, and in turn enhance performance.
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.
Lionel Florentin, head of distribution for Amundi in South-east Asia, tells Hubbis about the shift by private banks to more of a preferred-partner approach to their platforms, and looks at some of the considerations for investors in relation to income strategies.
Eddy Tsoi, head of fixed income advisory at BNP Paribas Wealth Management in Asia, talks to Hubbis about key considerations for investors to manage and fully understand the exposure in their portfolios to income-generating products.
Simon Godfrey, head of investment specialists in the emerging markets group at BNP Paribas Investment Partners in Asia, talks to Hubbis about where to find opportunities in emerging markets, and how to view their role within portfolios in today’s risk-on / risk-off world.
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.
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.
Joshua Crabb of BlackRock explains key trends in relation to the appetite among Asian investors for income products and strategies.
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.
Danny Howell, head of wealth management for Towers Watson in Asia, talks to Hubbis about the challenges for investors in being rational about how they create their portfolios, and explains some ways to try to overcome these.
Danny Howell, head of wealth management for Towers Watson in Asia explains some of the products and strategies for investors to create effective and suitable portfolios.