Peter Golovsky, managing director and global head of private clients at Amicorp Group in Hong Kong, explains what today’s increasingly transparent and compliant world means for fiduciary services, and for the role of advice in wealth planning.

Peter Triggs, managing director, and head of international clients and wealth structuring at DBS Private Bank, explains to Hubbis how Swiss private banks – and the industry generally – should redefine value propositions and engage Asia in a more meaningful way.

David Schmid of EFG Bank’s EFG Financial Products Division explains the nature and development of EFG Financial Products, outlining the approach that has been taken to building an innovative product platform.

Jan Schoch, chief executive officer of EFG Financial Products Group, talks to Hubbis about the firm’s ambitions to fill the gap it sees in smaller-ticket yet tailor-made investment products in Asia – helping to address investors’ concerns about what they buy while at the same time growing its presence across the region.

Steady progress is being made towards tackling international tax evasion more effectively, according to reports presented to G20 leaders.

Steady progress is being made towards tackling international tax evasion more effectively, according to reports presented to G20 leaders.

John Byrne of Information Mosaic looks at the various systems and technology solutions challenges for wealth management firms as a result of global legislation and emerging client reporting requirements.

To streamline the workflow for private banking desks, Bloomberg has launched a price discovery platform that will bring more transparency to the Asian market for equity linked notes.

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.

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.

To foster a transparent and well-informed marketplace, the Singapore Exchange (SGX) has enhanced the categorisation and templates of SGXNet announcements.

Katie Graves of Withers looks at the potential impact of the recent UK-Swiss tax agreement and FATCA on the private banking industry in Asia, and at how firms, advisers and clients can prepare.

Katie Graves of Withers explains the scope and some of the possible consequences of the long-awaited tax agreement between the UK and Switzerland covering Swiss bank accounts, as well as outlining as many of the details as are available at this stage.

Following recent allegations of bribery, the Indonesian Constitutional Court has announced new measures to achieve greater transparency and ward-off corruption, according to a report in the Jakarta Globe.

John Kessell of Morningstar looks at the role, rationale and application of model portfolios, and explains some of the main considerations when using them.

Marco Montanari of Deutsche Bank discusses the emerging issues and concerns in relation to risks with synthetic ETFs, and explains how he thinks the market will develop.

Marco Montanari of Deutsche Bank discusses some of the trends in hedge fund ETFs, how they can be structured to suit investors, and considerations for buyers of this product.

Marcel Kreis of Credit Suisse Private Banking looks at how high net worth individuals should approach and manage their wealth, as well as their banking relationships.

Brendan Harper of Friends Provident International explains recent developments in tax agreements between Hong Kong and the UK, and looks at the implications for individuals.

Brendan Harper of Friends Provident International looks at developments in tax transparency and information exchange agreements globally, including what this means for individuals.

Didier Duret of ABN AMRO Private Banking explains how the advisory process has evolved since 2008, and looks at the changing attitudes of clients in both Asia and Europe towards investing and risk generally.

Sarah Arkle of Threadneedle looks at some of the main challenges and opportunities for investors in today’s market environment, especially considering what has been learned post-2008.

Dan Draper of Credit Suisse Asset Management explains how ETF providers can stand out, and reveals the priorities for his business as it looks to continue to innovate in this space and evolve its platform.

Marcus Leese of Ogier explains how financial institutions in Asia can deal with the increasing scrutiny they will face on tax non-compliance of their clients as the focus of regulators’ attention shifts East.

Marcus Leese of Ogier discusses how private clients and their advisers should respond to the crackdown on tax avoidance by thorough planning and being compliant.

John Lau, head of investments for Asia at SEI, which administers $402 billion in mutual fund and pooled assets and manages $164 billion in assets, explains how investors can look to use multi-manager investment products for their investment strategy.

David Kingsley of Man Investments explains the main features and characteristics of managed futures funds, including how and when they provide benefits for investors.

In Part 2 of this documentary, market practitioners look in more detail at the independent asset management structure, including which clients tend to fit best with this model, the types of advisers who are most suited to this advisory style, and the potential for the industry to develop and grow in Asia.

Nick Good of BlackRock looks at how investors can use ETFs effectively, including to access restricted markets while avoiding any pitfalls in the process.