Q&A: BNY Mellon WM on fund selection challenges
The wealth firm's head of manager research offers her insights on how funds are added and removed from the platform and weighs in on the active versus passive debate.
Fund Selectors
Wealthy Asians trim risk, boost cash and real estate
Unlike in other regions, Asian HNWIs still appear much more willing to countenance big tech solutions to their wealth management problems, a Capgemini survey shows.
UBP on the lookout for better liquid alt assets
Aman Dhingra of UBP discusses the importance of giving investors guidance and managing their expectations amid periods of volatility.
How UBP chooses and removes investment funds
Aman Dhingra of UBP discusses how the private bank goes about choosing and discarding products from its approved list.
Thirdrock highlights key trends in fund investing
The Singapore-based investment firm's co-founder and head of discretionary portfolio management also reveal the top challenges faced by fund selectors.
As US market signals diverge, so do Asian investors
US shares are soaring but the US bond market paints a more worrying picture, prompting asset owners and wealth managers to react in different ways.
Thirdrock outlines how it selects funds
The Singapore-based investment firm's co-founder and head of discretionary portfolio management discuss their fund selection process.
Why DBS Private Bank trimmed its funds platform
DBS's Pierre DeGagne explains the rationale behind having a slimmer funds platform and the challenges of getting clients to implement investment ideas in their portfolios at the right time.
Battling behavioural bias: DBS and fund selection
Pierre DeGagne explains the fund selection process of DBS Private Bank, the importance of spotting behavioural biases and how those biases can undermine fund selection.
Bank of Singapore hires Rajeev De Mello as CIO
The private bank is bringing in a bond market veteran as chief investment officer, with the current incumbent set to take on another role.
Julius Baer hires new fund gatekeeper in HK: sources
The Swiss private bank is understood to have lured an executive from BlackRock to succeed Johann Santer, who joined Fidelity International last month.
Vanguard Singapore: A casualty of high-fee fund selling
A lack of scale in Singapore and the problems of trying to sell funds with no distribution costs or adviser commissions are seen as key reasons for Vanguard closing the office.
Will technology make funds passporting redundant?
Digital distribution platforms could offer alternatives to fund passporting in Asia, but they may struggle in the face of regulatory scrutiny, say some experts.
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Prudential Singapore appoints new product head
A senior executive will switch from Eastspring Investments, part of UK-based Prudential, to replace Paul Wilson as insurers in Asia look to develop their offerings for wealthy clients.
Emerging Asia’s wealthy big on cryptos despite concerns
Investment returns and store of value are key factors behind their interest, according to Capgemini's annual wealth report. But are wealth managers ready to aid them?
Family office execs warn of growing advisory skills gap
It is increasingly difficult to capture the breadth of experience necessary to deliver a holistic advice service to families, say family office experts.
How UBS WM cuts funds from its platform
Jansen Phee of UBS Wealth Management discusses how the Swiss private bank decides to remove fund products from its funds platform.
Mixing quality and quantity: UBS and fund selection
The head of UBS's fund selection for Asia discusses how the Swiss bank combines qualitative fund analysis with quantitative performance to hone in on preferred products.
“Inappropriate” impact investing products being sold in Asia
Impact investment offerings created by private banks are not always tailored for Asian high-net-worth individuals, a family office executive said at the Family Office Forum held last week.
HK fine for Noah a warning sign for fund firms
More sanctions related to investment product sales are expected after the Hong Kong unit of Chinese wealth manager Noah was fined last week. Fund houses should be concerned too.
