Distributor due diligence of mutual funds “overrated”
John Cappetta, a senior fund gatekeeper at Julius Baer, is refreshingly open about asset managers' sales strategies, client behaviour and discretionary portfolio management.
Tag : john cappetta
Julius Baer rehires senior fund adviser
The private bank's Singapore head of fund advisory says his team is back up to full strength with the return of an executive who spent a short stint with a rival firm.
Julius Baer appoints Singapore fund advisory chief
The private bank has named its new Singapore head of fund advisory. He takes over responsibilities from Hsiao Ching Tang, who has left Julius Baer for rival Bank of Singapore, according to sources.
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