Sovereign wealth funds re-think diversification and portfolio resilience: Study
Portfolio resilience is now central to sovereign wealth funds’ portfolios, according to an Invesco survey.
Distributors
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BNP Paribas WM’s Adrien Lalau: A personalised approach is essential
Building strong relationships with clients is crucial to providing tailored recommendations, says Adrien Lalau, head of investment funds advisory, Asia at BNP Paribas Wealth Management
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Investment advisers in Apac see AI as potential threat: Natixis IM Survey
Half of advisors surveyed in Apac view artificial Intelligence (AI) as potentially turning self-directed investors into their biggest competitive threat.
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Union Bancaire Privée’s YT Kum: The market is well suited to hedge funds and systematic strategies
UBP’s head of managed solutions advisory, North Asia, tells FSA why it is not a coincidence that traditional asset managers are now promoting their systematic strategies.
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HSBC PB: Passion investors should plan with purpose
The global collectibles market is continuing to expand and evolve, particularly in Asia.
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Morgan Stanley’s Christina Au-Yeung: Avoid market complacency and unintended concentration
Wealth management is similar to being a family doctor, says Morgan Stanley PWM Asia’s Christina Au-Yeung.
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Schroders builds out wealth team with hiring of family office veteran
Schroders Wealth Management has hired Sharon Sim as head of business development, Asia.
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HSBC’s Lina Lim: Art and finance are complementary disciplines
It is essential to keep pace with the rapid evolution of wealth management, says HSBC’s head of funds and discretionary, Lina Lim.
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UBS GWM: one third of families are transferring wealth to next-gen
But in Asia Pacific, wealth transfer is seen as a family milestone compared with Europe and North America, according to a UBS GWM report.
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DBS sees record wealth management fees
DBS Group said growth in its wealth management business was driven largely by high investment product sales.
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Lombard Odier strengthens Southeast Asia bench with ex-DBS hire
The Swiss private bank has hired Edwin Tan as market head for Southeast Asia.
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Bank of Singapore hires JPMorgan Private Bank exec in UNHW push
The bank has hired Elvin Ho to lead its family office and structuring solutions and reshuffled its senior bench.
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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.