The former Julius Baer fund advisory head will now shift to private bank fund distribution for the asset management firm.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Singapore robo adds investment advisor service
Robo-advisor Syfe has added human portfolio advice for clients in a challenge to more expensive wealth management firms.
Will Amundi’s stack of thematic funds get traction?
The firm is betting that Singapore investors will like five more thematic products that will sit alongside the glut of themed funds launched this year.
St James’s Place readies move into DPM in Asia
David Bellamy, chairman of the UK wealth manager, discusses Asia growth, a new discretionary business, Neil Woodford and other matters.
Strong fee emphasis to shakeup Morningstar ratings
Around 700 funds available in Asia are part of the firm’s global ratings revamp; downgrades will outnumber upgrades by 2-1 with active funds most vulnerable.
‘New China’: A smoother ride through trade tensions?
Fidelity’s Raymond Ma overweights China’s new economy companies and says smart technologies can address old economy deficiencies.
Phatra WM eyes Thailand’s self-managed wealth
Assets of Thailand’s do-it-yourself investors exceed that of clients in the private bank system, according to the head of wealth management at Phatra Wealth Management.
Liquidity is shaping fixed income preferences
A large-cap preference in fixed income is necessary in the current low yield environment, says Hermes head of credit.
GAM turns sights on Southeast Asia
Emerging from a whistleblower scandal, the firm intends to focus on alternative strategies in Southeast Asia such as private lending.
Economics, not emotion, with HK equities
The economy, market and sentiment in Hong Kong continues to slide downward, but don’t look for bargain stocks, advises Isaac Poole, chief investment officer at Oreana Financial Services in Hong Kong.
