Homegrown fund houses building a pan-Asian presence have had “unspectacular results”, according to a recent report. But Ashley Dale, chief marketing officer at Mirae Global AM, said it’s much too early to make that conclusion.
Category: Industry views

Forum Review Video: FSA Growth Forum – Hong Kong – May 2015
Watch the video above to see a brief review vide of the FSA Growth Forum Hong Kong Sponsor Fund Manager Interviews: FSA caught the managers between their presentations to an audience of fund influencers and asked each person the same three questions: 1. How will the expected US interest rate hike impact on the markets […]
Four perspectives: Gary Greenberg
The first perspective is from Gary Greenberg, head of global emerging markets at Hermes Investment Management, who presented at the Forum on “Winners from the transformation of emerging markets”.
Four perspectives: Samir Mehta
The second perspective is from Samir Mehta, senior fund manager at J O Hambro Capital Management, who’s presentation at the Forum was titled “The US dollar, credit excesses, Asian equities and well-managed businesses”
Four perspectives Agam Sharma
The third perspective is from Agam Sharma, multi-asset specialist at PineBridge Investments, who’s presentation at the Forum was themed the “Dynamic approach in an outcomes-oriented world”.
Four perspectives: Ping Zhou
The fourth perspective is from Ping Zhou, senior vice-president of Neuberger Berman, who made a presentation at the Forum titled “Taking stock of growth”.
UCITS funds are diminshing in Asia
“It is also pointless for UCITS managers to get excited about the imminent mutual recognition of funds (MRF) scheme between China and Hong Kong, as funds sold under this scheme have to be locally domiciled,” added Rachel Poh, senior analyst. The report is an about-face for Cerulli, which in the past said that the threat to […]
UBS Wealth to launch new service in Taiwan
UBS Advice is expected to be launched in July, aimed at high net worth individuals in Taiwan. The service is already available in Hong Kong and Singapore. The service builds a portfolio considering a client’s needs and risk profile. The investment advice is based on UBS Investment’s house views and the portfolio is maintained through […]

Trio of acquisitions fast-tracks Henderson’s pan-Asian growth
The first acquisition sees Henderson acquire Perennial Fixed Interest Partners and Perennial Growth Management from IOOF and each company’s employee shareholders, while the second sees the firm increase its stake in 90 Western Asset Management to 100% from 41%.
Life time ban on a securities broker
Yu Chun Chieh worked with QMIS Securities (Asia), previously known as Zavori Securities (Asia), from 11 April 2013 to 3 January 2014, as a licensed representative. In May 2013, Yu persuaded a Taiwan-based investor to deposit money into Yu’s private bank account in Hong Kong so that a stock trading account could be opened. The […]