72 / 88
64 INDIAN WEALTH MANAGEMENT - ISSUE 2, 2017
Evolving investment solutions
and portfolio advice in Asia
Providing advice in a more structured and consistent
way is essential in preparing Asian investors’ portfolios
– especially in an environment where the potential
for correction, plus disruption from the march
towards digital, looms large.
A key goal for wealth managers in Asia should include delivering sustainable
performance but in a way that helps position and protect investors’ portfolios
against the chance of any correction or digital disruption. This is especially
important against a backdrop of a successful run in the markets since mid to
late-2016, continuing into the first quarter of 2017.
So with most wealth management firms and their clients doing well during this
period, where do they go from here?
This is an ever-more pointed question given efforts by robo-advisers and
emerging platforms to challenge the traditional investment channels.
It relies, however, on several key areas in which the market needs to evolve.
For example, most clients still believe in market timing, agreed speakers,
with an estimate that probably only about 20% properly understand
asset allocation. Yet at the same time, there are various tactical plays for
advisers to discuss with their clients in the coming months, based on market
outlook and investment sentiment.
More broadly in providing – and justifying – value to clients, there has to be
more of a concerted effort by institutions to help clients
tally all the charges they incur to ensure there is no
lingering distrust.
The flurry of activity around digital platforms makes this
pressing. The inevitability of greater price competition
from new entrants will lead to the increasing use of
algorithms along with more structured data.
These were among some of the most important
conclusions of speakers at the annual flagship Hubbis
Investment Solutions Forum in Singapore in early June.
Delegate, speaker and
sponsor summary
More than 35 speakers
285+ senior product &
fund gatekeepers from the
top international and local
Private Banks, Retail Banks,
Multi-Family Offices and
IFAs, as well as for RMs and
investment advisers from
across the industry
Sponsors: BlackRock,
PineBridge Investments,
RHB Asset Management,
Swissquote, Principal Global
Investors, Pershing, Numerix,
MFEX, MSCI, and Leonteq
Securities
INVESTMENT SOLUTIONS FORUM 2017 - SINGAPORE