In a bid to reach a wider range of clients with its discretionary offering, BNP Paribas Wealth Management has launched an actively managed certificate-based equity mandate with a minimum ticket size that is substantially less than that of a ‘standard’ discretionary equity portfolio. A typical minimum ticket size for an equity mandate stands at around US$1 million and for fixed […]

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Product characterisation for actively-managed certificates (AMC) — complex investment products gaining popularity among UHNWs — can differ across structure and jurisdiction, meaning private banks should process client suitability on a case by case basis, Jason Valoti, partner at Simmons & Simmons, told Asian Private Banker. Because AMCs can be implemented by private banks in a matter of weeks compared with […]

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Credit Suisse recently launched a new ‘Supertrends’ discretionary mandate using actively managed certificates (AMCs) for implementation rather than taking the ‘traditional’ funds approach. The reason? “The streets were too slow,” John Woods, Credit Suisse’s APAC CIO, told Asian Private Banker at a media briefing today, highlighting a product gap that the asset management industry has thus far failed to close. “The streets […]

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Private investment firm SoHo Capital and financial technology firm AGDelta have taken over, rebranded and digitally revamped the actively managed certificate (AMC) platform that was first spearheaded by private banking integration advisor Synpulse, Asian Private Banker can reveal. The refreshed AMC platform will leverage SoHo Capital’s library of manager strategies through its Strategy Data Exchange (SDX) and AGDelta’s digital wealth […]

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The early 2017 success of fund derivative distribution in Asia, coupled with a growing demand for simple and flexible implementation across various equity themes, has strengthened the hold of investment banks’ hold within an area commonly occupied by traditional long-only managers, via actively managed certificates (AMC). Investors: Greater flexibility with a myriad of features Although AMC notes are not new […]

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Synpulse, a private banking integration advisor, has partnered with UBS to spearhead its actively managed certificates (AMCs) platform, Asian Private Banker can reveal. The consulting firm will provide its asset management client library of model portfolios to UBS’ NEO platform, which will enable the strategies to be manufactured into AMCs for accredited investors, private banks and independent asset managers (IAMs), […]

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