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.
The Singapore-based investment firm's co-founder and head of discretionary portfolio management also reveal the top challenges faced by fund selectors.
The Singapore-based investment firm's co-founder and head of discretionary portfolio management discuss their fund selection process.
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.
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?
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.