Amid high performance dispersion, a weakening US dollar, and heightened geopolitical uncertainty, private bank fund selectors across the region are taking different approaches. Some are focused on optimising and refining their fund shelves, while others aim to capture broader opportunities through innovative, expanded fund offerings. Fund selectors from UBS, Morgan Stanley, and UBP, who also serve as members of Asian Private […]

The post UBS, Morgan Stanley, UBP: 2026 fund selection focus – optimise or expand? appeared first on Asian Private Banker.

Increasing allocations towards emerging market equities could provide another layer of diversification needed to weather current and future financial and macroeconomic challenges resulting from United States-led uncertainty. With the “Magnificent 7” US tech stocks now representing roughly 37% of the S&P 500, an increasing number of investors are sounding the alarm, cautioning that share prices – while having achieved upside […]

The post APB Summit 2025: UBS, Julius Baer fund selectors spotlight emerging market trends appeared first on Asian Private Banker.

This is the fourth in a series of articles Asian Private Banker will be rolling out in the coming months that interviews the members of its first-of-its-kind Fund Selection Council. You can read more about the council, its work and its members by clicking here. Jansen Phee explained to Asian Private Banker how – while already managing one of the […]

The post UBS GWM’s Jansen Phee: How Credit Suisse integration strengthened our fund shelf appeared first on Asian Private Banker.

Asian Private Banker is proud to announce the line-up of its inaugural Fund Selection Council, a first-of-its-kind initiative that brings together the leading gatekeepers from the region’s top private banks. The council, which encompasses some of the most senior private bank fund selection executives in Hong Kong and Singapore, includes prominent members from the likes of UBS Global Wealth Management, […]

The post Asian Private Banker unveils first-of-its-kind Fund Selection Council appeared first on Asian Private Banker.

Private bank fund selectors from BNP Paribas WM, Citi Private Bank and UBS GWM are seeing fund inflows pick up as clients begin putting cash back to work. While money market funds (MMFs) and fixed income solutions have been capturing inflows, multi-asset and equity strategies are also seeing traction as private banks agree on the need for greater diversification in […]

The post What’s hot and what’s not? Fund selectors highlight key calls for 2H24 appeared first on Asian Private Banker.

Senior investment heads from UBS Global Wealth Management (UBS GWM), Julius Baer and Pictet Wealth Management (Pictet WM) outlined their products and strategies for 4Q23 during Asian Private Banker‘s 10th Funds Selection Nexus (FSN) in Singapore this week. Multi-asset strategies and alternatives will be a key focus as the next growth area amid valuation adjustments across different regions, according to […]

The post What’s new on the shelf? Leading PBs outline their product focus for Q4 appeared first on Asian Private Banker.

The market volatility that has emerged on the back of geopolitical tensions, soaring inflation, and rising interest rates is seeing clients still sitting on more cash, while seeking diversification across different investment styles. Speaking at Asian Private Banker’s 9th Fund Selection Nexus in Singapore, key due diligence heads shed light on how they are helping clients rebalance their portfolios and […]

The post FSN Singapore 2022 – We are getting clients out of cash slowly: three fund selection heads appeared first on Asian Private Banker.

T. Rowe Price has announced an exclusive distribution partnership with UBS Global Wealth Management (GWM) through which the Swiss lender will offer the T. Rowe Price Health Sciences Equity Strategy to its private wealth clients in Hong Kong and Singapore. The strategy, which was incepted in 1995, is dedicated to investing in health sciences companies and has US$ 19.3 billion in […]

The post UBS GWM to offer Asian HNWIs T. Rowe Price health strategy through exclusive deal appeared first on Asian Private Banker.

Speaking on the first day of Asian Private Banker‘s virtual summit APB Change Makers, investment experts on Tuesday shared their views on how to best capture alpha from China’s onshore credit and equity markets. Paras Anand pointed to the attraction of China’s fixed-income markets, especially to global investors. “China navigated the 2020 crisis successfully with a lower recourse to monetary […]

The post How to best capture alpha from China’s onshore credit and equity markets appeared first on Asian Private Banker.

As bond markets are upended by the reflation trade and by speculation that interest rates may rise, investors may need to pay attention to the duration risk in their fixed-income portfolio, said César Pérez Ruiz, head of investments and chief investment officer at Pictet Wealth Management said. “In bond markets, US yields continued to move higher and are now well […]

The post Short-duration bonds ahoy as fixed-income markets turn choppy appeared first on Asian Private Banker.

To best capture long-term as well as short-term investment themes, private banks have been coupling thematic funds with structured products. While funds take months to launch, structured products can be assembled within a week. Private bank product specialists spoke about the interplay between asset management and investment banking solutions for thematic investing at Asian Private Banker‘s latest webinar series, titled […]

The post Interplay of funds and structured products best captures thematic opportunities: PBs appeared first on Asian Private Banker.

UBS Global Wealth Management is planning to add funds that invest in more specific megatrend themes, such as green-tech, ed-tech, and China-focused thematic strategies, Jansen Phee, head, fund investment solutions APAC at the bank, told Asian Private Banker. Client appetite for risk assets has increased over the past six months, he explained, notably in equities which ended 2020 strongly on […]

The post UBS GWM to onboard more niche thematic fund strategies: Jansen Phee appeared first on Asian Private Banker.

UBS Global Wealth Management has recently raised US$350 million for a fixed maturity portfolio (FMP) from its private banking clients in Asia, Asian Private Banker has learnt. Managed by UBS Asset Management, the fund — UBS Asian Bonds Series 6 — has a targeted yield to maturity of 5.00% to 5.75%. The average credit rating stands at BBB- at inception, […]

The post UBS raises US$350 million for an FMP in Asia appeared first on Asian Private Banker.

Julius Baer has recently raised over US$800 million for an internally managed fixed maturity portfolio (FMP), Asian Private Banker has learnt. Launched on 18 June, Julius Baer Fixed Maturity 2024 Asia strategy raked in US$867 million from the bank’s private clients over five days. In a fund format, it is managed by its internal discretionary portfolio management team and distributed […]

The post Julius Baer raises US$867m for FMP fund appeared first on Asian Private Banker.

A volatile investment environment has been making it increasingly hard for banks to reach a consensus view. Yet, some fund investment opportunities tend to perform resiliently in any given scenario. Jansen Phee, head, funds investment solutions APAC, UBS Global Wealth Management told Asian Private Banker that the UBS house view sees potentially three different market recovery scenarios – ‘U shape’, […]

The post UBS’s Jansen Phee identifies three fund opportunities in this volatile climate appeared first on Asian Private Banker.

The place for fixed maturity portfolios (FMPs) — a market worth billions of dollars — is not likely to be undermined by increased default risks, and client demand for the product type will remain. In APB Leaders Week Webinar Series: The Evolving Client, Gene Tannuzzo, CFA, deputy global head of fixed income, Columbia Threadneedle Investments, and Jansen Phee, head of […]

The post Opportunities still abound for FMPs despite rising default risks appeared first on Asian Private Banker.