Tag Archives: portfolio
DBS launches portfolio advisory tool for wealth clients
Catching the uptrend: Four factor applications to power up your portfolio
Asia's discretionary heads rate RMs' DPM knowledge a mediocre 6 out of 10
Asia’s discretionary heads rate RMs’ DPM knowledge a mediocre 6 out of 10
DPM is a practice and not a product
Global macro hedge fund strategies being driven by improving conditions in developed markets, says Lyxor
Divergent markets could create correlation risks for Asia’s multi-banking investors
A-Shares inclusion on MSCI more likely, but "fragile stability" typifies Chinese economy, says Julius Baer
A-Shares inclusion on MSCI more likely, but “fragile stability” typifies Chinese economy, says Julius Baer
UBS adds US equities, Eurozone credit risks
In APAC, appetite for multi-asset and income funds remains
Event-driven hedge funds benefiting from spry M&A activity, says Lyxor
Discretionary portfolios still a tough sell in Asia, says Value Partners
Private bankers report sluggish fund sales across Asia
J.P. Morgan Private Bank positive on developed markets and new China sectors
Julius Baer downgrades yen, stays bearish on iron ore and steel
BoS to leverage Morningstar indices to manufacture structured products
68% of region's private banks report DPM penetration rates of less than 10%
Stay calm and don’t buy oil: Julius Baer
Stay calm and don't buy oil: Julius Baer
Overweight emerging credits and assets: Lombard Odier
Managed investment assets grow at BoS; multi asset strategy raises US$143 million from UHNWIs
Stay positive on equities over bonds: UBS Wealth Management
Equity correction to persist: DBS
Private banks, clients remain lukewarm on quant strategies
BNP Paribas WM recommends long-short strat with CLN
Lombard Odier limits Japan exposure following BoJ inaction
Asia’s selectors lag behind in annual targets
BNP WM sounds positive note on India and Indonesia equities
Julius Baer positive on a stabilising China, negative on iron ore
Asset managers facing hedge fund hurdles: study
UBS to manage emotionally-driven redemptions with new DPM solution
Rethink EM yields: Lombard Odier
UBS launches smart wealth management offering for Taiwan affluent
UBP plans to expand DPM offering in A-Shares products
Noah hires new co-CIO from Adam Streets Partner
UBS to launch 'endowment style' discretionary mandates in Asia
HSBC Private Bank appoints managing director to APAC advisory team
Mainland WMP assets set for more growth, regulation
Asian HNWIs begin dipping into more quant strategies
Shenzhen-HK Stock Connect could start this year, says China premier
I-bankers need to generate more ideas, say p-bankers
ETFs gain private banking boost
Credit Suisse launched tactical fund list in Asia
“Continued slowdown” expected in emerging markets
Tech platforms: More bang for your bond?
