Manager research chief Jasmine Yu highlights the red flags she watches out for during the fund selection process.
Jasmine Yu, director of manager research and monitoring at the US firm, explains in detail the various considerations that go behind onboarding a fund on its wealth platform.
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.
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.
Aman Dhingra of UBP discusses the importance of giving investors guidance and managing their expectations amid periods of volatility.
Aman Dhingra of UBP discusses how the private bank goes about choosing and discarding products from its approved list.
The Singapore-based investment firm's co-founder and head of discretionary portfolio management also reveal the top challenges faced by fund selectors.
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.
The Singapore-based investment firm's co-founder and head of discretionary portfolio management discuss their fund selection process.
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.
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.
The private bank is bringing in a bond market veteran as chief investment officer, with the current incumbent set to take on another role.
The Swiss private bank is understood to have lured an executive from BlackRock to succeed Johann Santer, who joined Fidelity International last month.
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.
Digital distribution platforms could offer alternatives to fund passporting in Asia, but they may struggle in the face of regulatory scrutiny, say some experts.
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.
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?
It is increasingly difficult to capture the breadth of experience necessary to deliver a holistic advice service to families, say family office experts.
Jansen Phee of UBS Wealth Management discusses how the Swiss private bank decides to remove fund products from its funds platform.
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.