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As private banks change DNA, Pictet thrives

Long-term strategy survives the test of time as Geneva-based wealth and asset manager bucks the trend by expanding in a contracting market.

For INTL FCStone the answer in Asia is atomic number ‘79’

INTL FCStone’s precious metals business has been growing apace, and the firm’s new web-based physical trading platform is bringing additional transparency and efficiency. As a Nasdaq listed company, it offers Asian clients the added compliance and regulatory standards of a Fortune 500 financial services organisation. Martin Huxley, Head of Precious Metals for Asia, expounded not just on the precious metals business, but on INTL FCStone’s growing footprint in the region.

ASK Wealth Advisors – enhancing the investment process

Gaurav Arora, CIO of ASK Wealth Advisors reveals the investment process and philosophy followed at ASK and how digital and technology are going to change the way the wealth management industry functions.

ASK Wealth Advisors – Great year in 2017 – what next?

Gaurav Arora, CIO of ASK Wealth Advisors provides a sneak peek into 2018 – What to expect and what it means for investors eyeing the Indian markets.

Silverdale extracts double-digit returns from Investment Grade bonds

Quarterly dividend on top of steady NAV increase sweetens the pot for investors

Japan: value in an expensive world

When Ruth Nash, a Japanese equities fund manager with J O Hambro Capital Management (JOHCM), sat down recently with leading Thai investors in Bangkok, her message was a positive one: the Japanese economy, under Prime Minister Abe, has got its mojo back while opportunities for value and income investors are abundant.

How Gold is Getting its Sheen Back

Discussed at a recent roundtable with OMGI in Hong Kong, gold is far more precious than the majority of us may believe, at least as an investment tool if not as a currency.

A simple and easy platform - a sophisticated engine

Asia is a hotbed for fintech innovation, and new and exciting startups are hard at work building technology to help the region and the world make smarter financial decisions. Michele Ferrario, Co-Founder & Chief Executive Officer, StashAway explains what his firm does and its value proposition.

Using technology to drive better outcomes for clients

In an interview with Hubbis, Michele Ferrario, Co-Founder & Chief Executive Officer of the business explains how their business came to be and what it aims to do.

How to navigate markets with no margin of safety

As asset managers face a market with no margin of safety, choosing the right investments for their portfolio becomes a challenge. Ben Leyland, Senior Fund Manager, JOHCM Global Opportunities Fund shares his views on the market and discusses what their strategy is likely to be in the near future.

The industry seeks new direction and regulator’s strategic leadership

Regulatory deceleration and obsession with profit-only mentality taking its toll on customer care and advancement.

Health protection needs reality transfusion

The “Baby Boomers” are now retired but have active lives and want to enjoy activities. This is one of the recurring problems facing the insurance industry as it seeks to find answers to current and future customer needs.

Lucerne betting on debt winner Down Under

Unique fund aims to cash in on topping up property loans while sister fund takes a solid stance with small caps

Everyone needs life insurance

Insurance is a unique product and can help every kind of investor in one way or another. In a conversation with Hubbis, Walter de Oude, Founder and Chief Executive Officer, Singapore Life explains why high net worth (HNW) clients need insurance and how it can help them

Generali’s HNW product offering

High Net Worth (HNW) individuals could benefit a lot from insurance products. In an exclusive interview with Hubbis, Thomas Young, Head of High Net Worth Business, Generali discusses what his company brings to clients in Asia

Age-old problem a thorn for insurers

Aging has been a thorn in the side of insurers since ink dried on the first life insurance policy centuries ago – and it is a problem that isn’t going to go away anytime soon.

OMGI expanding distribution channel in Asia

Asset management is an exciting business to be in, especially as markets flourish. In an exclusive interview with Hubbis, Carol Wong, Managing Director, Old Mutual Global Investors (OMGI) highlights what has worked for her business in Asia this year and discusses how she plans to help the business grow in the future

Insurance key to structuring Asian wealth

High Net Worth individuals use insurance for more than just their protection needs. In a conversation with Hubbis, Walter de Oude, Founder and Chief Executive Officer of Singapore Life explains how Asian clients are using variants of the product to structure their wealth and provide for future generations

‘Build windmills, not walls’ insurers urged by Sneader

Life insurers face a changing landscape over the next five years as the dual impact of globalisation and digital technology grips the industry, according to speakers and panel members during the opening sessions of the 28th annual Pacific Insurance Conference in Hong Kong.

Excitement and drama kicks off PIC 2017

Thunderous drum recital at a time normally reserved for morning coffee and casual conversation marked the opening of Pacific Insurance Conference 2017 in Hong Kong

New CreditEase strategy backed by learning

International wealth management group seeks to hike global share and win over sceptics with new FoF offerings

Indosuez positioning product offering in Asia

Indosuez Wealth Management, a European firm, is making significant strides in Asia in terms of investments and business growth. In an exclusive interview with Hubbis, Arjan de Boer, Head of Markets, Investments & Structuring, Asia of Indosuez Wealth Management explains the plan and potential they see in the market

Alternatives for investors

The financial markets have performed well in 2017 but the coming year has all the markers for a volatile economic environment. In an exclusive interview with Hubbis, Carol Wong, Managing Director, Old Mutual Global Investors (OMGI) explains what investors can do to weather tough market conditions and grow their portfolio

Heads we win, tails we don’t lose too much

J O Hambro Capital Management’s investment decisions are biased on worst case scenarios rather than the best-case options’ focus of other firms. In an interview with Hubbis, Ben Leyland, Senior Fund Manager, JOHCM Global Opportunities Fund, explains why this is and how they pick stocks

How to introduce insurance to clients

Insurance products are often difficult to understand but critical to building a risk-balanced portfolio. In an exclusive interview with Hubbis, Thomas Young, Head of High Net Worth Business at Generali, discusses how advisors should talk to clients about insurance and what clients should consider when making their decision

Ultra-HNWIs in China diversify to overseas markets

China family offices seeking opportunities to prosper abroad as stagnant local markets offer little appeal on home front for UHNWIs

Indosuez Balancing Active and Passive Investments

In an exclusive interview with Hubbis, Arjan de Boer, Head of Markets, Investments & Structuring, Asia for Indosuez Wealth Management explains why a balance between active and passive investments is important and discusses new trends he sees in Asian markets

ASK, taking the India story to global investors

Leading India focused funds and wealth manager targets foreign investors with growth figures in equities and real estate that show sound, sustainable returns

SPONSORED CONTENT - JOHCM Emerging Markets Spotlight - October 2017

JO Hambro's view on the emerging markets October 2017

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.

Eyeing global alliance expansion

Hansard International sets sights on new markets with strategic alliances and new products

Unlikely hero

Lykke aiming to conquer digital asset markets with raft of licenses and innovative business model

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.