Hang Seng Bank aims to add to its selection of alternatives funds and enhance its digital platform, says Rosita Lee, head of investment products and advisory.
Tag : rosita lee
China is regaining its lustre with clients, according to Rosita Lee, head of investment products and advisory business at Hang Seng Bank.
In partnership with The Editors
The head of investment products and advisory at Hang Seng Bank explains how her firm is tackling the challenge of educating Chinese investors under the mutual recognition of funds scheme.
Amid a consultation in Hong Kong on fee structures for fund sales, which sources say started last month, industry executives discuss the impact of changes in this area, including in Europe.
Our 14th and 15th most influential selectors are Bruno Lee of Manulife, who is helping the insurer reposition in Asia, and Rosita Lee, a 20-year veteran of Hang Seng Bank.
Several fund houses are planning to be among the second wave of groups authorised to sell their funds via the cross-border scheme
Hang Seng Bank saw a flood of new customers sign up for its fee-based online investment account last month, which it attributed to rising stock prices. The new customers are generally younger and well-educated.
The Hong Kong bank's head of investment products wants to add thematic funds onto its platform, with a particular eye on old-age industries. The bank also aims to offer more equity products and currency classes.
On-the-ground after-sales support is a core criterion of Hang Seng Bank’s fund-selection process, as outlined by Rosita Lee, head of investment products and advisory.