Being flexible and thorough to satisfy client appetite
Gary Tiernan, global head of investment advisory and client segment management at Standard Chartered Private Bank, tells Hubbis what matters when assessing which product providers can deliver on the need to meet the portfolio requirements and expectations of clients.
Product offerings: separating the winners and losers
As part of the constantly-evolving relationship between product manufacturers and distributors, Paul Hodes, managing director and head of wealth management, consumer bank, Asia Pacific at Citibank, explains to Hubbis what's important to him when selecting different providers.
How to build automated and optimised portfolios
Investors striving for better portfolio diversification now have access to the tools to achieve this via tailored and optimum baskets of underlyings - and possibly better yields for a given risk profile. This is thanks to 12 months of research and development of the Underlying Optimizer tool by Swiss integrated investment service provider Leonteq Securities AG.
Growing global appetite for Asian assets
Julian Ide of Old Mutual Global Investors looks at the growth in interest in Asian assets - and the region generally - among international investors.
Protecting wealth amidst investment uncertainty
Speaking at the Hubbis Asian Wealth Management Forum 2013 in Singapore in late September - Johnny Heng of Coutts looks at how investors can protect their wealth amidst so much uncertainty.
Opting for ETFs and index funds
Rahul Bhalla of Vanguard Investments discusses the use of ETFs and index funds within portfolios, and the role of passive investments more generally.
Inflation concerns fuel caution among affluent, finds survey
Inflation has been the biggest concern for affluent retail banking customers in India, Indonesia, Malaysia, Singapore and Taiwan over the last 12 months. And it will continue to be a worry for consumers across Asia over the next year, according to new data by RFi.
Finding opportunities within Asian equities
Sunil Asnani of Matthews Asia talks about trends in Asian equities, investment approaches in emerging markets, and his firm's equities strategy in the region.
Evolving the product offering in Indonesia
With around 800 listed investment products available for local investors, Indonesia presents a lot of scope for the expansion of product platforms. This is starting to happen, slowly.
The importance of global diversification
Sankaran Naren of ICICI Prudential Asset Management explains the importance of global exposure in portfolio management - lowering correlations between assets is a crucial step in reducing portfolio risk.
Alternative funds offer scope for product innovation in India
High net worth investors in India are interested in investing in alternatives to get higher returns and diversify away from traditional equities and debt.
Making the case for more equities
Ernest Low, general manager, product & research, at Professional Investment Advisory Services (PIAS) in Singapore, talks to Hubbis about his outlook for equities and how investors should adjust their portfolios accordingly.
Indian environment for ETFs improving
Exchange traded funds (ETFs) look likely to flourish in India with various applications for them in investor portfolios based on achieving different needs and objectives.
Making structured products more accessible
Irene Chen, director and head of structured products at Barclays in Asia, talks to Hubbis about what clients are looking for today.
Understanding absolute return funds
Andrew Clark of Thomson Reuters Indices explains how absolute return funds work, how investors can benefit from having them in their portfolios, and also what to watch out for.
Taking advantage of the equity market rally
David Schmid of EFG Financial Products explains how the firm's new Bonus Certificate can help to give investors exposure to the upside in the current equities rally whilst still protecting on the downside.
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.
Product platforms in India - where to from here?
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.
India's call for simpler products and more coherent marketing
Simpler products and more alignment of industry initiatives around marketing activities and education are key priorities for industry players in 2013.
The attraction of investing in Asia
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.
The growing role for a true advisory offering
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.
Creating a winning product partnership
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 backs emerging markets for 2013 client portfolios
UBS Wealth Management is recommending that investors should focus on the opportunities presented by emerging markets in 2013.
How to encourage a greater take-up of ETFs
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.
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.
ABN AMRO launches Asian discretionary offering
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.
Helping Indonesian clients set return expectations
Advisers in Indonesia must take time to properly assist clients in setting their return expectations.
An evolving product and advisory offering in Indonesia
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.
How to win discretionary mandates from Asian clients
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.
Creating a partnership approach
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.