Wealth managers in China have to be more pro-active about promoting and educating clients about wealth preservation solutions, according to An Kelles, Hong Kong-based business development director for Greater China at Jersey Finance.
Category: Industry views
Green funds turn red amid trade tension
The trade conflict between the US and China has negatively affected investor sentiment, but Luciano Diana, Geneva-based head of environmental strategies, believes it is only noise, despite the negative effects on his fund’s portfolio.
EFG Bank sees demand for ‘new’ hedge strategies
Alternative investment funds, many of which are descendants of the risky hedge funds from a decade ago, are increasingly in demand as risk-management tools, according to Simon Godfrey, head of product management at EFG Bank.
Value Partners shares lessons learned in Europe
Bringing a Ucits fund with an Asia strategy to Europe for distribution is not the best way to enter the market, according to Hendrik Von Ripperda-Cosyn, Value Partners’ London-based country head and senior director for EMEA sales.
How Oreana WM filters fund managers
A history of delivering consistent returns doesn’t mean much if the fund manager has not remained true to his stated process, according to the CIO of Oreana Private Wealth Isaac Poole.
Are factor-based strategies gaining traction in Asia?
Private bank investment in iShares smart beta products increased by five times since the beginning of 2017, according to Ben Garland, Blackrock’s Hong Kong-based head of factor investing for Asia-Pacific.
How ASI approaches Taiwan distribution
Columbia Threadneedle and Value Partners have exited the Taiwan fund market, but ASI intends to step up efforts by developing locally-domiciled funds and tailoring its offshore funds to fit local demand.
Wealth manager Oreana stocks up on alts
Alternative assets in client portfolios should be increased beyond the current 20%-25% to protect against periods of volatility and a coming US recession, according to Isaac Poole, Oreana Private Wealth’s recently appointed CIO.
SSGA stays overweight US large caps
The US large cap equity market gets the firm’s biggest overweight, while exposure to Europe, Japan and emerging markets is reduced, according to Kevin Anderson, Hong Kong-based head of investments for Asia-Pacific.
Video: Aviva Investors on multi-asset investing
Rising interest rates and creeping inflation create a key opportunity to short fixed income, according to Ahmed Behdenna, senior strategist on the multi-asset team at Aviva Investors.
