Asia Pacific is leading the way in family office best practices and leadership transition readiness, according to an industry survey.
Category: Distributors
UBP’s YT Kum: Fund selection is like marriage, you have to work on the relationship
UBP’s head of funds for North Asia tells FSA why fund monitoring is critical at the Swiss pure-play private bank.
UBS GWM’s Phee: Process, people and risk underscore our fund selections
UBS GWM’s Apac head of funds investment solutions encourages clients to lock into high quality bond yields.
Lombard Odier favours cyclical stocks
The Geneva-based bank also remains under-exposed to defensive stocks, especially healthcare.
Study: Asian investors underexposed to private alts
A PGIM Investments study found that three-quarters of Asia fund buyers believe their clients lack adequate investments in private assets.
HSBC GPB’s Lina Lim: diversification is vital
HSBC Global Private Banking’s Apac regional and Hong Kong head of discretionary and fund, investments and wealth solutions emphasises the scalability of the bank’s services while maintaining a focus on each client’s expectations.
Julius Baer backs mid-cap cyclical stocks
The Swiss pure-play private bank also continues to favour quality growth equities and finds value in industrials.
BNP Paribas WM remains overweight global equities
A soft landing for the US economy will support asset prices despite a pause on interest rate cuts, according to the firm’s Asia CIO.
Pictet WM’s Karen Tan: Don’t try to time the markets
Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.
UBP reduces its negative stance on Chinese equities
As well as reducing its tactical negative stance on Chinese equities, UBP has also shifted its stance on fixed income, emphasising carry.
