Qualitative factors such as after-sales service and management team calibre are what influence the bank’s fund selection process, according to Jansen Phee, Singapore-based head of fund investment solutions for Asia-Pacific.
Tag: Fund Selection
Will Asia’s WM firms outsource more services?
Madrid-headquartered Allfunds believes more Asia-based wealth managers intend to increase outsourcing of investment advisory services, according to Alexis Fosler, Singapore-based general manager for Asia.
Citi PB: Making it on the focus list is difficult
A majority of client assets go to just a handful of funds that are marketed by private banks at a given point in time, according to Roger Bacon, Citi Private Bank’s head of investments for Asia-Pacific.
DBS: Fund selectors seek qualitative talks
Banks are now looking more at the qualitative aspects of fund products and not just performance, according to industry sources.
Fund selection from an outsourcing perspective
Wealth management firms sometimes outsource fund selection, but for what type of funds?
Will robots replace fund selectors?
Using algorithms may help fund selectors choose products more efficiently, but human judgment is still key in choosing the right fund products, according to panellists at Fund Forum Asia 2017 in Hong Kong.
London & Capital remains a China bull
Philippe Legrand, co-founder of the wealth management firm in Hong Kong, reveals two recent fund selections that underscore his asset class views going into 2016.
The value of direct contact
Most fund managers in Asia add value compared to their counterparts in developed markets because they personally visit companies across Asia’s diverse landscape, said Todd James, head of investment services and advisory at Lombard Odier in Hong Kong.
BMO Fund houses coming to Asia
Offshore fund houses attracted by the growing wealth in Asia are setting up in the region, but not all distinguish themselves from competitors, according to BMO Private Bank’s Edmund Yun.
Interview with Hang Seng’s Belle Liang
Funds that distribute cash or dividend-paying equities remain top of list for private bank clients in Hong Kong, according to Belle Liang, head of investment advisory, Hang Seng Investment.
