The technology aims to align portfolios with the client’s chosen investment strategy and UBS’ view on global markets, according to the firm.
Tag: Taiwan
Capital Group expands North Asia sales team
In Korea, Andrew Hwang joined the firm as a director of strategic solutions. Hwang was poached from Janus Capital, where he was responsible for non-Japan Asia business development. Prior to that, he had also worked with BNY Mellon Asset Management for product development and strategy in the region. In Taiwan, Berry Hsieh came over from […]
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 […]
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 […]
UBS introduces wealth management app in Asia
The firm said the app tracks a client’s portfolio, tests it against critical risk factors and sends a notification when the portfolio deviates from the client’s investment strategy. It was developed in response to increasing client preferences for digital solutions in Asia. “We believe Asian clients are more digital than in other parts of the […]
Manulife adjusts Korea, India holdings
“We trimmed exposure to India and Korea as we were concerned after the run-up [in markets]. We had different instances when target prices on stocks were reached,” said Csellak in an interview with Fund Selector Asia. Volatile Korea Korea with a 20.7% weighting and India (17%) were still the top country allocations of the Manulife Asian […]
OMGI continues Asia push amid tough competition
New fund launches, additional staff and Hong Kong-domiciled funds are part of the plan as the firm continues an aggressive Asia expansion, according to Warren Tonkinson, head of distribution.
Is the Stock Connect fuelling a pan-Asian bull market?
Following the investor enthusiasm and record turnover sparked by the Hong Kong-Shanghai Stock Connect, other market linkages such as the upcoming Shenzhen and Hong Kong Connect, are in the works. Singapore and Taiwan have plans to link their stock markets in July, regulators have said publicly. The China Securities Regulatory Commission said it was studying […]
Invesco promotes Asian equity fund managers
Dickson will take sole responsibility of managing the Asian Equity Income Fund after co-managing it with lead fund manager, Stuart Parks. Dickson specialises in Asian income investing and is responsible for covering Australia and India. Lam will join Parks in running the Invesco Perpetual Asian Fund after looking after the ex-Japan portion of its Pacific […]
