Why alternatives must matter for HNW portfolios

Oliver Wiedemeijer of Credit Suisse explains the approach he and the Credit Suisse team take to providing alternative strategies for clients to diversify and protect their portfolios – a much discussed topic amidst the rich valuations in traditional asset classes.

How to get smarter about using data

In an exclusive interview with Hubbis, Marko Milek of State Street explains the potential of data in the wealth management space and its role in the age of AI and robo-advisory.

Making mutual funds more meaningful in Indian portfolios

Recent government and industry initiatives have provided a filip to the Indian mutual funds industry. In a video interview with Hubbis, Kailash Kulkarni of L&T Mutual Funds discusses the industry’s growth and the role of investment advisers going forward.

How is Switzerland capturing China’s global wealth flows?

Tapping into the real potential that the growth in Asian HNW and UHNW individuals offers requires an in-depth understanding of their diversification, planning and other needs. And ‘Swissness’ seems to be playing a bigger role in luring to the alpine country a growing share of the wealth being offshored from China.

PRESENTATION SUMMARY - Smart beta in China - more than meets the eye

Speaking at Hubbis’ Investment Solutions Forum 2017 in HK – Aleksey Mironenko of Premia Partners looks at smart beta strategies as a different approach to investing.

PRESENTATION SUMMARY - Making fixed income markets on demand

Speaking at Hubbis’ Investment Solutions Forum 2017 in HK – Christian Obrist of BlackRock discusses what he sees as a bold and exciting new future for bond ETFs.

PRESENTATION SUMMARY - Thinking big in Asia ex-Japan small cap equities

Speaking at Hubbis’ Investment Solutions Forum 2017 in HK – Siddhartha Singh of PineBridge Investments highlights the significant potential from doing close and careful analysis in Asia of smaller-cap stocks.

PRESENTATION SUMMARY - Looking for high-quality income strategies

Speaking at Hubbis’ Investment Solutions Forum 2017 in HK – Suresh Singh of Principal Global Investors discusses how the firm can deliver solutions based on its active multi-boutique approach.

PRESENTATION SUMMARY - Cryptocurrencies - getting clients invested

Speaking at Hubbis’ Investment Solutions Forum 2017 in HK – Ville Oehman of Blockchain Technologies explains why this should not be ignored as part of a balanced portfolio.

WEALTH TALK SUMMARY - Evidence-based investing

Speaking at Hubbis’ Investment Solutions Forum 2017 in HK – Harmen Overdijk of Capital Company shines the spotlight on active management by looking at evidence-based investing.

WEALTH TALK SUMMARY - Why risk-focused investing is a better way to build a portfolio

Speaking at Hubbis’ Investment Solutions Forum 2017 in HK – Harold Kim of Neo Risk Investment Advisors how a focus on dynamically managing risk can greatly improve returns.

WEALTH TALK SUMMARY - Do we really need to take views on markets?

Speaking at Hubbis’ Investment Solutions Forum 2017 in HK – Jean-Louis Nakamura of Lombard Odier explains the benefits of taking a risk-based approach to managing its multi-asset portfolios.

The digital challenge to traditional investing

Digital platforms to consolidate and automate the investment process are slowly gaining ground in Asia, but there is no ‘silver bullet’ and advisers will still play a role.

Delivering portfolio-led advice

Private banks and other wealth managers in Asia need to ensure they are working smartly with clients to deliver performance in a transparent way, with offerings and models tailored to the needs of clients.

Taking a new twist on discretionary portfolios

The wealth management industry in Asia still needs to find more effective and enticing ways to increase the take-up of discretionary portfolio management (DPM), with a ‘stickier’ engagement with clients a key goal.

Beyond the trade: where to find robust revenue

Despite a successful 2017 for many private banks and wealth managers, they need to start preparing for tougher market conditions – and potentially a correction – by looking beyond transactional volume to other solutions and ways to deliver value to clients. The focus must shift toward a more sustainable revenue pipeline.

Developing India’s advisory proposition

Wealth managers and advisers need better understanding of their clients’ goals, access to their total portfolio and more data on investment products, if the industry is to become more professional and transparent, and deliver a relevant, advisory-led, outcome-based approach for investors.

Driving the development of an investment mind-set in Vietnam

The country’s asset management industry is dependent on investor education around concepts such as asset allocation and risk – and also on access to products and tools to implement them – if it has any chance of evolving and maturing. Only then will there be the right framework for mutual funds onshore.

Carving out Asian portfolios to find more value

By separating Asia from the emerging markets (EM) bucket, the direct exposure to the region will bring with it benefits of access to its unique growth potential, says Alexandre Bouchardy of Credit Suisse.

Quenching a growing HNW appetite for insurance

Neil Frith explains how AXA Insurance is expanding its proposition for HNW individuals to tap into their desire for a broader range of insurance solutions.

Patience paying off

Capital Group is sticking to its long-term, results-oriented investment mind-set as it looks to further its Asian growth strategy via relationships with a small but significant group of distribution partners in the region.

Transforming funds delivery for a new wealth landscape

The wave of consolidation sweeping through the wealth and asset management sectors in Asia has prompted UBS Asset Management to embark on an ambitious transformation exercise that extends to nearly every aspect of its business.

How simplicity can breed funds success in India

The last decade has seen Mirae Asset Global Investments (India) Pvt Ltd grow steadily by pursuing a tried-and-tested strategy of consistently delivering on its promises, says Swarup Mohanty.

WEALTH TALK SUMMARY - Creating the framework for funds distribution

Speaking at Hubbis’ Vietnam Wealth Management Forum 2017 – Andrew Hendry of Westoun Advisors explains why mutual funds are essential for wealth management success, and how to build the capability and infrastructure.

WEALTH TALK SUMMARY - Deepening the Vietnam market through IPOs

Speaking at Hubbis’ Vietnam Wealth Management Forum 2017 – Bill Stoops of Dragon Capital explains why the capital markets look to be an effective way to increase liquidity and diversity in the country.

WEALTH TALK SUMMARY - Driving diversity in Vietnam via mutual funds

Speaking at Hubbis’ Vietnam Wealth Management Forum 2017 – Thai Thuan Nguyen of VinaCapital looks at the stage of development of the fledgling mutual funds space in the country, and the role of funds in investor portfolios.

Why risks are as important as returns for equity investors

In a video interview, Rajesh Kothari of AlfAccurate Advisors says investors should shift their focus towards the risk-adjusted returns they can get from buying equities.

A pioneering push towards financial assets in India

Recent government initiatives are encouraging individuals away from traditional investments and towards financial assets, says Rajesh Krishnamoorthy of iFAST Financial. This creates an even greater need for the right support and tools.

A more meaningful role for insurance in meeting client needs

In a video interview, Richard Vargo of DBS Bank explains the growing role for insurance within wealth management offerings in Asia, especially as customers get better educated about their needs and digital tools can support the process.

PRESENTATION SUMMARY - Why Indian investors await a market correction

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Aashish Somaiyaa of Motilal Oswal Asset Management Company wonders if market views define holdings or holdings define views.

WEALTH TALK SUMMARY - The demise of alpha in large-cap mutual funds in India

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Saurabh Mukherjea of Ambit Capital sees the death of alpha, a decline of the top fund managers, and much more in the next decade.

WEALTH TALK SUMMARY - Scars of past shape asset management of today for India

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Radhika Gupta of Edelweiss Asset Management sees alternative assets accounting for up to 35% to 40% of the industry by 2020.

PRESENTATION SUMMARY - Why risks are as important as returns for equity investors

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Rajesh Kothari of AlfAccurate Advisors says investors should shift their focus towards the risk-adjusted returns they can get from buying equities.

Asia sees pressing need to deliver longer-term solutions

Providing advice in a more structured and consistent way is essential in preparing investor portfolios for the longer term – especially in an environment where the potential for a market correction looms large and digital disruption gathers pace.

PRESENTATION SUMMARY - In defence of mutual funds

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Kailash Kulkarni of L&T Mutual Fund says alpha isn't going away anytime soon for Indian investors.

StanChart plays the numbers game in Indonesia

Standard Chartered Bank has achieved an enviable penetration rate for its local wealth business, based on a diversified fund platform, reveals Bambang Simon Simarno. Yet regulatory reform and more digital tools are essential for future growth.

A matter of trust to tap Indonesian funds appetite

Clear and disciplined investment policies and processes will create the type of trust needed for a stickier relationship with the country’s investor base, says Antony Dirga of Trimegah Asset Management.

Joining the distribution dots

Pedro Bastos wants to unite all parts of the HSBC pipeline to deliver sustainable or consistent performance via the type of supportive, partner-led approach which will create long-term relationships. He can then deliver this to external parties too.

Leveraging a digital dimension to portfolio advice

Despite its scale, BlackRock is increasingly agile in how it is adapting its platform to deliver digital capabilities that can help wealth managers in Asia shift from product selling to portfolio advisory, explains Damien Mooney.

Principal Global Investors eyes next phase of Asian growth

A year after joining the firm’s multi-boutique business model from BlackRock, Suresh Singh has focused on laying a solid foundation upon which he will now start to broaden the offering to the region’s private banks.

Encouraging a longer term investment mind-set in India

Sankaran Naren of ICICI Prudential Asset Management says investors in the country are increasingly looking at making longer-term decisions, and advisers need to focus on managing client expectations.

Disrupting Manhattan commercial property

Rodrigo Niño of Prodigy Network explains the firm’s vision in revolutionising both the commercial real estate and crowdfunding industries – by being the first to meld the two worlds in the US, and then bring it to investors globally.

Dealing in diversification

A healthy product mix has been instrumental to Union Bancaire Privée’s (UBP’s) success in Asia to date. It is now looking to direct investments, bespoke offerings and alternatives to make further headway in this crowded market, explains Aman Dhingra.

Letting performance speak for itself

Andrew Ang of J O Hambro Capital Management (JOHCM) explains how the firm is counting on its numbers to help it expand its footprint and deepen penetration across Asia.

Alternative ways to invest

HNW investors increasingly hold gold and diamonds to diversify assets and mitigate risks, says Ido Tomasis of Malca Amit.

Why Indian advisers have failed to generate alpha

The focus for market practitioners should not be about whether or not the Sensex can reach 35,000. Regardless of how the markets perform, wealth managers need to start giving the right advice to their clients, says Siddhartha Rastogi of Ambit Capital.

Better benchmarking for Greater China

An expansion push by Morningstar in the region will see the firm bring new products and innovations in a bid to take the lead as an independent investment research content provider.

Driving more of a savings culture in Singapore

A new product from Friends Provident International (FPI) aims to help those locals and expats who are not natural ‘savers’ to meet short-term goals – and at the same time overcome biases and irrationality in their investment decisions.

Taking the Philippines funds market to the next level

Regulations that promote the growth of the investment funds industry are needed – as is awareness about savings, especially among Millennials – if the Philippines asset management industry is to evolve to the next level.

Riding the tech wave

Providing smart ways to back disruptive firms should lead to rising sales as investor interest in innovation grows, explains Elsie Chan of T. Rowe Price.

PRESENTATION SUMMARY - Investing In a synchronised growth environment

Speaking at Hubbis’ Malaysian Wealth Management Forum 2017 in July – Hanifah Hashim at Franklin Templeton sees bullish times ahead as emerging markets are primed to prosper.

WEALTH TALK SUMMARY - Why ESG investments matter

Speaking at Hubbis’ Malaysian Wealth Management Forum 2017 in July – Linda-Eling Lee of MSCI says new appetite among investors is prompting a wave of interest in investing based on environmental, social and governance (ESG) factors.

WEALTH TALK SUMMARY - The importance of client investment suitability

Speaking at Hubbis’ Malaysian Wealth Management Forum 2017 in July – Steven Seow of Mercer explains how finding the right clients and matching them with the right investments at the right time is a science, not an art.

WEALTH TALK SUMMARY - Impact investing from an Asian family office perspective

Speaking at Hubbis’ Malaysian Wealth Management Forum 2017 in July – Tuck Meng Yee of JRT Partners believes that impact investing is more than just a judgement call.

Chicken-and-egg: Malaysia's asset management dilemma

Boosting fund penetration in a meaningful way in the country relies on several factors: wealth managers delivering real advice, compensation and incentive structures better aligned with clients’ needs, a greater take-up of digital platforms for distribution, and investor education.

How to navigate the investment markets in 2H 2017

Despite an uncertain market environment heading into the second half of the year, some investment specialists believe any pullback should be a buying opportunity – especially given continued economic growth, positive earnings and liquidity.

Insurance - finding relevant solutions for Malaysian clients

More product innovation, distribution channels and needs-based conversations with customers are all key components of insurance companies being able to capture more of the wealth in the country.

Mirae Asset continues global march

The Korean group is targeting Europe and Australia as part of efforts to widen its distribution net beyond Asia for new funds in the pipeline, explains Jung-Ho Rhee.

Why less is more in driving funds take-up in India

IDFC Asset Management is taking a more engaging, infotainment-led approach to spreading the word about mutual funds and their role for investors. Vishal Kapoor believes this might finally deepen penetration across the country.

Event Summary - Building capacity and capability in Malaysia

Perhaps most pressing in the country is the continued need to overhaul the business model across the wealth management industry, while creating the right type of (longer term) revenue – which will help to increase the penetration of products and retain more assets onshore.

Scrutiny on quality to trump short-term risks in India

Buoyant markets continue to generate good returns for the country’s investors. But caution is needed in determining where to invest as a way to protect riskier portfolios, says Yogesh Kalwani of BNP Paribas India Wealth Management.

Exploring untapped sections of the Indian market

India’s vast Aadhar card-holder base provides a great opportunity for fund houses to expand operations leveraging on the JAM trinity. The industry is focused on creating awareness among consumers about various mutual fund investment schemes, says Franklin Templeton Asset Management’s Sanjay Sapre.

How to capitalise on the needs of Millennials

In a video interview, Steven Seow of Mercer says wealth managers need to be aware of – and able to deliver on – the expectations of the more demanding younger generation, to make the most of this growing opportunity in Asia.

How Bento is democratising wealth management

Chandrima Das explains how the firm has developed its platform and overall offering to bring a high-quality investment engine to its clients – which is risk-based, forward-looking and built with the investors’ preferences in mind.

Can Asia overcome the Trump headwind?

In a video interview, Josh Crabb of Old Mutual Global Investors (OMGI) explains his outlook for markets and what he sees as driving the next phase.

HSBC’s disciplined approach to managing money in India

HSBC Global Asset Management’s global investment process creates consistent performance of its funds for Indian investors. Ravi Menon explains how the firm is using this competitive edge to look for new distribution channels.

Seeking opportunities in times of uncertainty

Citi’s Shrikant Bhat won’t be surprised to see markets correct. In fact, he says he would welcome this window of investment opportunity, and advises customers to get prepared.

What’s driving structured products in Asia?

At roundtables co-hosted by Morningstar and Hubbis in Singapore and Hong Kong, leading structured product providers list out their main priorities for the year as well as the key trends they expect to see in the coming months.

Why structured products demand will stay strong in Asia

New custom indices are boosting demand for structured products, say industry participants at roundtables co-hosted by Morningstar and Hubbis in Singapore and Hong Kong.

Convincing clients to pay for active managers

An increasingly-common challenge for even some of the largest international fund houses is demonstrating to product managers and investors that active management is worth paying for, says Ajai Kaul of AllianceBernstein (AB).

Getting on the front foot to deliver performance

Asset managers should help private bank clients look through the windshield, not the rearview mirror – by making portfolios more resilient in challenging market environments, says Michael Levin of Credit Suisse Asset Management.

Using strategic beta effectively

In a video interview, Dan Lefkovitz of Morningstar highlights the key features and benefits of strategic beta strategies, and looks at the global nature of its applicability to investor portfolios.

An evolution towards passive investing

In a video interview, Dan Lefkovitz of Morningstar explains the growing trend towards passive investing amid appetite around the world for rules-based, transparent and low-cost strategies.

Reaping the rewards of innovation

Commoditisation of products has hurt the ability of many private banks to generate decent revenue. But Deutsche Bank Wealth Management has a variety of solutions – and revenue models – up its sleeve to achieve its growth goals, says Lavanya Chari.

Helping clients create suitable investment portfolios

In a video interview, Paul Hodes of Citi explains how the bank selects the right products for its clients as part of a consistent investment process to build robust portfolios that have the highest chance of out-performance.

Harvest Global Investments plots growth path

In a video interview, Ashley Dale explains how the asset management firm is further developing its offering and core capabilities to capture the increasing fund flows into and out of Mainland China.

Getting the right access to the China story

In a video interview, Ashley Dale of Harvest Global Investments discusses the ever-growing investment opportunity in China for HNW investors, across equities and fixed income, especially with the MSCI inclusion of A-Shares.

How Singapore Life will shake-up the local insurance industry

In a video interview at the Hubbis Digital Wealth event in Singapore in June, Walter de Oude of Singapore Life explains how the approval of his firm’s licence will help shake-up the insurance space, starting with HNW individuals and then evolving the offering more widely.

Creating a more compelling digital platform for investors

In a video interview at the Hubbis Digital Wealth event in Singapore in June, Artur Luhaäär of Smartly explains the benefits of digital advice and how he is building his platform to deliver a better product to investors.