The wealth firm's head of manager research offers her insights on how funds are added and removed from the platform and weighs in on the active versus passive debate.
Tag : wealth managers
The Singapore-based investment firm's co-founder and head of discretionary portfolio management also reveal the top challenges faced by fund selectors.
The Singapore-based investment firm's co-founder and head of discretionary portfolio management discuss their fund selection process.
Pierre DeGagne explains the fund selection process of DBS Private Bank, the importance of spotting behavioural biases and how those biases can undermine fund selection.
Investment returns and store of value are key factors behind their interest, according to Capgemini's annual wealth report. But are wealth managers ready to aid them?
More sanctions related to investment product sales are expected after the Hong Kong unit of Chinese wealth manager Noah was fined last week. Fund houses should be concerned too.
Sustainable portfolios and impact investing are gaining ground with Asian investors, although the pace remains slower than in the rest of the world, wealth experts said.
Wealthy Thai investors are seeking out advisors who can manage money onshore as foreign investment restrictions are eased and political calm returns, wealth managers said.
Wealth experts say Indian private debt is attracting more investors, particularly in light of distressed debt reforms, but heavy taxation is crimping more rapid market growth.
The eurozone is tipped for its strongest economic growth in a decade next year, but the outlook is still clouded by political uncertainty going into 2018.
Soaring Asian equities are making wealthy investors cautious about further allocations, but few are ready to exit just yet, say private bankers.
A rising interest rate environment and tight credit spreads remain front and centre for fixed-income-loving wealthy investors, say private bank experts.
