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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.

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.

How to drive an evolution in Indian mutual funds

Taking the spectacular recent growth in India’s mutual funds industry to the next level requires a clear understanding of the very different needs of customers, according to top product gatekeepers and asset management experts at a roundtable organised by Hubbis in Mumbai.

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

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

WEALTH TALK SUMMARY - Incorporating ESG into the investment process

Speaking at Hubbis’ Investment Solutions Forum 2017 in Singapore in June – Juan Manuel Aronna of RBC Wealth Management says while environmental issues make headlines when eco-disasters strike, investors are now looking through the gloom.

WEALTH TALK SUMMARY - Investing myths: avoiding flawed thinking in recommendations

Speaking at Hubbis’ Investment Solutions Forum 2017 in Singapore in June – Leonardo Drago of AL Wealth Partners de-bukes widely-accepted investment truisms to improve portfolio performance.

PRESENTATION SUMMARY - A case for hybrid securities in client portfolios

Speaking at Hubbis’ Investment Solutions Forum 2017 in Singapore in June – Matthew Byer of Spectrum Asset Management explains the features and benefits of preferred securities in investor portfolios, especially in rising rate cycles.

PRESENTATION SUMMARY - The significance of Shariah investing

Speaking at Hubbis’ Investment Solutions Forum 2017 in Singapore in June – Sharizad Juma’at of RHB Asset Management discusses Shariah investing, and explains the resilience of Shariah versus unconstrained strategies.

PRESENTATION SUMMARY - How to think big in Asia ex-Japan small cap equities

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

PRESENTATION SUMMARY - Fixed income markets on demand

Speaking at Hubbis’ Investment Solutions Forum 2017 in Singapore in June – Stephen Cohen of BlackRock discusses what he sees as a bold and exciting new future for bond ETFs.

PRESENTATION SUMMARY - Portfolio construction approaches in the advisory process

Speaking at Hubbis’ Investment Solutions Forum 2017 in Singapore in June – Sumit Sethi of MSCI looks at whether managing clients' wealth should be more outcome-oriented, and explores approaches to more robust asset allocation.

PRESENTATION SUMMARY - Valuation of counterparty risk

Speaking at Hubbis’ Investment Solutions Forum 2017 in Singapore in June – Vladimir Pavlov of Numerix talks about how to address technology challenges with counterparty risk valuations.

A new twist on discretionary portfolios

In striving to create a ‘stickier’ engagement with clients, the wealth management industry in Asian still needs to find better ways to increase take-up of discretionary portfolio management (DPM).

How to deliver performance

Wealth managers and investors alike have been enjoying the fruits of positive markets in recent months. To position portfolios for the rest of the year, product specialists suggest how advisers can help guide their clients.

How to navigate investment markets in 2H 2017

On the back of robust markets in the first half of 2017, especially across Asia, investment specialists in Asian wealth management look at what’s in store for investors for the rest of the year.

Moving towards more 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, to ensure they withstand competition from the continuing fee pressure and disruptive fintech models.

Sponsored Content – 10 reasons to consider the Investec Global Franchise Fund (SG)

Investec Asset Management highlights key drivers behind buying decisions for its Global Franchise Fund.

Event Summary - Evolving investment solutions and portfolio advice in Asia

Providing advice in a more structured and consistent way is essential in preparing investors’ portfolios – especially in an environment where the potential for correction, plus disruption from the march towards digital, looms large - according to speakers at the flagship Hubbis Investment Solutions Forum 2017 in Singapore in early June.

Three reasons why there’s still value in Quality stocks

By Clyde Roussow, Co-Head of Quality, Investec Asset Management

Investing in golden opportunity

In a video interview, Jeffrey Rhodes of Global Precious Metals explains the real potential for growth in gold and other precious metals in Asian investor portfolios, as well as why his firm offers a unique value proposition.

Redefining advice to meet client goals

In a video interview, Vineet K Vohra, CFA, of Arete Financial Partners says a better understanding among bankers of clients’ goals – and aligning portfolios accordingly – will drive more holistic advice, rather than the focus on short-term compensation.

Addressing health insurance needs in a holistic way

In a video interview, Angus Slater of Bupa Global, the international health insurance arm of Bupa, discusses that conversations related to health insurance are important, especially for HNW and UHNW clients.

Providing Asian clients with comprehensive medical insurance plans

In a video interview, Angus Slater of Bupa Global, the international health insurance arm of Bupa, explains the firm’s value proposition as it capitalises on the opportunity that Asia represents.

Hong Kong’s role as the gateway to China

Eleanor Wan of BEA Union Investment, discusses how the regulatory changes in Hong Kong are helping the local asset managers to gain more market share, as the city continues to serve as a gateway to China.

Lower fees - much ado about nothing?

End-investor costs are still under the spotlight despite efforts by firms like Vanguard announcing a 50% reduction in its UK closed-platform fee structure for online clients, says Paul Gambles of MBMG Group in Thailand.

Making the most of the China opportunity

In a video interview, Eleanor Wan of BEA Union Investment discusses how regulatory changes and industry developments are increasing opportunities for asset managers to invest in China.

Uncomplicating the mechanics of managing wealth

A mechanical engineer by training, Feroze Azeez loves sports cars, given his knowledge of how machines are designed, produced and operated. But his true passion lies in multiplying the wealth of his clients at Anand Rathi Private Wealth Management (ARPWM).

A new chapter for wealth management in the Philippines

Our 3rd annual event for the local community discussed and debated how to build sufficient capacity and capability to service the evolving investment, family and protection needs of domestic affluent and HNW clients.

Positioning portfolios for the rest of 2017

Arjan de Boer of Indosuez Wealth Management explains the investment appetite of HNW clients in Asia in the first few months of 2017, and looks at what they should consider for their portfolios for the rest of the year.

Driving the right mind-set among Indian investors

The combination of superior fund performance, frequent communication with investors and the role of technology is crucial to success in India’s asset management industry, says Edelweiss’ Radhika Gupta.

8 questions for insurance brokers to answer for HNW clients

Making the right broker selection is essential for HNW clients when choosing something so fundamentally important as life insurance. They therefore need to ensure they get the right information from their bankers – based on some key questions – to create a transparent, rational path to identify the right solution.

A growing need for dynamic asset allocations

The need for greater flexibility in managing fixed income asset allocations is prompting the growth of multi-asset credit (MAC) funds, according to Jeff Boswell of Investec Asset Management.

Trading gains

Harnessing technology to provide liquidity on better terms to investors remains the driving force for Interactive Brokers, explains David Friedland.

Going for growth

Expanding the product team and further cementing Indosuez Wealth Management’s wide range of investment offerings in Asia are high on Arjan de Boer’s agenda as he settles in to the role he took up in early 2017.

Bringing a more global offering to Malaysia’s HNW

A desire for more diversified portfolios, partly driven by the need for transparency, is enabling leading wealth managers in the country like CIMB Private Banking to bring its proposition more in line with global best practices, says Carolyn Leng.

Preparing for cyclical change

The world is changing and investors will need to make significant changes to the portfolios to exploit those changes, said Philip Saunders of Investec Asset Management.

Motilal Oswal reaps rewards of simplicity

The Indian fund house has seen impressive AUM growth on the back of an approach to investing that sticks to the basics, but does them well, say Aashish Somaiyaa and Akhil Chaturvedi.

How Citi is finding meaningful growth in Malaysia

Growing both the asset and client bases in a thoughtful and structured manner rank among the top priorities for the bank’s local wealth management business.

A different kind of family office in Asia

Alex Scott of Sandaire explains the approach and value proposition of his firm’s offering as part of its growth plan for the regional market.

Why portfolios are paramount for good advice

The big struggle in Asia, even for the most established private banks, is how to give portfolio-led advice rather than just execute single trades. But it is critical to find a way to deliver this consistently, says Marc Van de Walle of Bank of Singapore.

The importance of advisers to India’s funds growth

G Pradeepkumar of Union Asset Management Company Private Limited explains why the country needs a much larger number of advisers to be able to encourage greater take-up of mutual funds – rather than expect growth to come from machines.

Embracing innovation to drive growth in Malaysia

As investor attitudes in the country towards non-ringgit investments evolve and broaden, it is creating some exciting product-related opportunities for established players like Standard Chartered Bank.

Leading by example for a mature Indian funds industry

The hope is that Indian investors will increasingly take a measured approach to their portfolios and ensure a better balance of asset classes, says Raghav Iyengar of ICICI Prudential Asset Management.

Redefining relevance in private banking

Bordier & Cie has built a proprietary client mapping tool as part of a new strategy. The aim is to make every conversation, investment strategy and solution more targeted and relevant to an individual’s needs and goals, explains Evrard Bordier.

All set to leverage a robust India story

Amit Shah of IIFL Investment Managers explains how the firm is striving to deliver much more sophisticated and tailored advice – given the increasing flows of funds into India, yet a shallow talent pool to service the growth in wealth.

Leonteq refocuses on Asian growth path

After the most challenging period in its 10-year history, the company’s leadership is adamant that its Asia strategy is not only on track, but also likely to lead the charge as this established fintech sets its sights on getting back on the front foot.

A new twist on boosting discretion

Alexis Calla explains the approach that Standard Chartered Bank is taking to boost its share of advisory and discretionary mandates in Asia.

StanChart drives innovative approach to investing

A new digital experience aimed at helping bankers and clients is set to be rolled out soon, says Alexis Calla of Standard Chartered Bank.

Diversifying – and being prepared for the worst

Everyone knows the importance of diversifying investments in a portfolio, but not everyone knows how to get it right, according to John Stopford of Investec Asset Management.

Being client-focused to breed funds success in Malaysia

Affin Hwang Asset Management is making a concerted effort to move away from the industry-wide approach in the country of pushing product. It is instead focused on starting with client needs, says Teng Chee Wai.

Building a bigger funds presence in South-east Asia

While short-term volatility remains a concern, the regional markets promise great long-term upside, believes Puneet Chaddha of HSBC Global Asset Management.

Flexing digital muscle to tap China’s funds industry

International asset management firms need to be on top of technological trends in the PRC and put in place the right digital tools if they want to make any headway in the domestic funds market, says Lennie Lim of Legg Mason.

RHB refines wealth strategy to grow top segment

The Malaysian bank is pursuing small- and medium-sized businesses as part of an expanded mandate to help grow its affluent base. The potential synergy will be beneficial amidst this challenging period, explains Calvin Goon of RHB Banking Group.

Regulatory reforms key to Philippines funds industry

The (slow) pace of regulatory reform must pick up for the mutual funds industry in the country to be allowed to flourish.

Driving fund penetration in the Philippines

Regulatory changes, investor education and use of technology are seen as critical to the growth of the country’s mutual fund industry.

Giving digital advice a boost

With more sophisticated technology powering its bespoke investment platform, called Navigator, Aviva believes its winning proposition will drive strong growth from Singapore’s advice market, says Warwick Young.

Why next-gen digital platforms will revive portfolios

Will Lawton of Eigencat believes that the shortcomings in the Asian private banking and wealth management model call for digital platforms to evolve to create a better way to manage risk and performance parameters.