The world of alternative investments has been both expanding and moving increasingly centre stage for some years already, and the theme has definitely caught on in Asia in more recent times. For our Digital Dialogue discussion of December 9, Hubbis will assemble a panel of experts to review this expanding universe of alternative investments and to analyse why, for Asia’s HNW and UHNW investors, alternatives offer an increasingly appealing range of opportunities for investors to set alongside their core mainstream public financial market assets in their portfolios. For the purposes of the discussion, the panel will include private assets of all types, which means the full spectrum of private equity, private debt, real estate, precious metals, cryptocurrencies and other digital assets, including the growing world of tokenised assets. Experts clearly remain generally optimistic about the growing appeal of alternatives, with key driving factors including the ongoing hunt for yield, concern about the uncertainty in public markets, in economies, government finances and geopolitical instabilities. Alternatives therefore offer an interesting and increasingly diverse range of opportunities for wealthy Asian investors who increasingly understand their attractions and who have seen the performance of many of such assets through the good and weaker mainstream market performance of recent years. Accordingly, the wealth management industry has adapted its products, services, talent and strategies to capture more of this business and in anticipation of even more interesting and exciting times ahead.
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Tuck Meng Yee
Lombard Odier Investment Managers
The Expanding Universe of Alternative Investments and their Rising Importance for Asia’s Private Clients
- Are alternative investments now a core portion of the portfolio for Asia’s wealthy investors? Why or why not, and should they be?
- Given the world’s economic outlook, the troubled fiscal positions of most governments, the highly valued mainstream equity markets and the prospects for inflation and possibly rising interest rates, what impact are all these factors having on the alternative assets markets worldwide?
- Have alternative assets been performing well, and what is their outlook broadly?
- How should investors look at alternatives - for yield, gain, risk mitigation, downside protection, and in terms of the maturity profile of their investments?
- Why are the private equity and debt markets continuing on their headlong expansion, which has been accelerating for most of the past decade?
- Does investing in private markets especially resonate with the second generation especially given their growing interest in impact investing and the wider topic of ESG?
- What are the liquidity and time horizon trade-offs investors need to make to obtain higher yield or higher gains from private equity and private debt?
- What types of portfolio allocations have HNW and UHNW investors made to alternatives thus far, and what positioning should they adopt for the future?
- What alternative assets should they be buying, or considering, and why?
- How do these clients buy into alternatives, and have the wealth management advisors and intermediaries been able to fulfil this demand and these expectations thus far?
- What is the wealth management community doing in Asia to cater to the growing demand and the potential for significantly greater allocations to alternatives amongst Asia’s wealthier clients?
- How about the online/digital platforms? Are they boosting their curation and delivery of alternatives for intermediaries and for private clients directly?
- What types of investors in Asia are gravitating most actively towards alternatives, and is the wealth industry catering to these buyers properly?
- Where are the best opportunities ahead - in private equity, private debt, hedge funds, real estate/infrastructure, precious metals, other commodities, cryptocurrencies/tokenised assets?
- What are the obvious and less apparent dangers of the global drive towards alternative assets and private markets, and is there a danger of demand driving dangerous excess and over-optimism?
Founder & Chief Executive Officer
Senior Vice, Head of Distribution Europe & Asia
Fiera CapitalTuck Meng Yee
Partner and Founder
JRT PartnersClement Leturgie
1798 Alternatives - Head of Product Specialists
Lombard Odier Investment ManagersGareth Nicholson
CIO and Head Discretionary Portfolio Management
Head of Advisory, South Asia
Tuck Meng Yee
Lombard Odier Investment Managers