Capital Group CEO sees mid-sized asset managers getting ‘hollowed out’
Capital Group CEO Mike Gitlin expects smaller boutique firms to survive on satellite allocations and larger firms taking more market share of investors’ core exposure.
Distributors
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Pictet WM’s Karen Tan: Hedging downside risk is a priority
Active ETFs leveraging on AI provide opportunities for beta-plus returns, says Karen Tan, executive director, fund solutions lead, Asia at Pictet Wealth Management.
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Nomura IWM’s Connie Sin: A diversified portfolio extends far beyond traditional stocks and bonds
Portfolio construction should always strike the right balance between optimism and caution, says Connie Sin, head of funds and alternatives, International Wealth Management, Nomura
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Citi Wealth favours US large-caps and short-duration IG fixed income
Investors should remain anchored to fundamentals during volatility, says Citi Wealth.
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Schroders Wealth hires Barclays private banking head Evonne Tan
Evonne Tan has been hired as CEO, Asia Wealth Management at Schroders.
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HSBC PB: private banks missing $100trn opportunity
As 40% of investible global wealth is set to be controlled by women in the next five years, private banks must adapt, according to a recent report.
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Apac wealth managers: Keep faith in alts
Wealth managers at Julius Baer, Morgan Stanley PWM and Nomura IWM analyse the benefits and risks of alternative investments.
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UBP: Geopolitical concerns dominate client conversations
Despite the uncertain geopolitical backdrop, the Swiss private bank remains risk-on and constructive on utilities, commodities and gold.
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Lombard Odier PB expects an emerging markets revival
EM assets are among 10 of the private bank’s 2026 investment convictions.
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Investors see limited impact on oil from Venezuela regime change
Strategists say the infrastructure upgrades needed will take years to unlock oil supply from the country with the world’s largest proven oil reserves.
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Julius Baer favours financials going into 2026
The Swiss private bank also expects the asset management industry to see steady revenue growth continuing.
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Hong Kong sees jump in demand for new accounts and assets
Wealthy clients at private banks prefer Hong Kong over other wealth management centres, according to a report from the PWMA and KPMG China.
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HSBC: Asian wealth clients face growing concentration risk
A report from HSBC private bank finds that wealthy Asian investors have a lack of diversification.
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Indosuez WM: Investors should stay in equities
Emerging markets and gold also have further traction, according to Indosuez Wealth Management.
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UBP: Equities supported by strong catalysts
US corporate earnings are tied to the AI structural investment cycle, says the Swiss private bank.
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Lombard Odier favours emerging markets bonds and equities
The Swiss private bank has turned bullish on EM hard currency bonds, according to its latest investment strategy update.
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Julius Baer: Too early to declare EM bull market
The Swiss private bank sees current emerging market strength as a recovery rally rather than the start of a sustained bull run.