Independent managed accounts platform Axial Partners has appointed a co-founder and president, the firm said in a statement on Tuesday. Effective 15 April, June Wong is now co-founder and president of Axial Partners. Based in Hong Kong, Wong will be spearheading the firm’s discretionary portfolio management (DPM) business. With over three decades of experience in Asia’s asset management space, Wong […]

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With President-elect Donald Trump taking office on 20 January, private wealth investors in Asia are cautiously considering how the impact of the new administration will be felt in the region. Asset managers in Asia pointed particularly to the regions and asset classes most sensitive to changes in US policy direction as the areas investors need to pay the most attention […]

The post Buckle up! What private banks should expect from Trump 2.0 appeared first on Asian Private Banker.

Major Chinese securities house, Hong Kong-listed GF Securities (the Group), has been developing its business into a wealth and asset management-heavy revenue model to become less reliant on the IPO market. Supported by its multi-asset managers, including recently acquired Hong Kong manager Value Partners, the firm plans to continue focusing on investment solutions and the mass affluent segment. “Asset management […]

The post From IPOs to wealth: GF Securities targeting mass affluent segment in wealth push appeared first on Asian Private Banker.

Value Partners has named an industry veteran to head its institutional business in Asia Pacific following the recent resignation of the firm’s CEO. Clare Zhao has been appointed as head of institutional business, APAC, head of China business and head of ETF business, effective 29 April 2024, according to a company statement on Monday. Her appointment comes just three days […]

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Hong Kong-based Value Partners has appointed an associate director for its EMEA business as it looks to expand its China offering in EMEA. Value Partners (UK), the asset manager’s UK arm, has promoted Thomas Legendre to associate director of its EMEA business, effective immediately, the firm said in an announcement on Wednesday. Legendre’s new responsibilities involve working with private banks, […]

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The launch of Bitcoin spot ETFs on US exchanges is set to attract significant inflows from private wealth, with one Hong Kong asset manager already looking to ride the regulatory tailwinds and launch its own competing product in the city. The market’s penchant for the long-awaited investment product, which was first approved by the Security Exchange Commission on 10 January, […]

The post Can Hong Kong cash in as crypto buzz lures more private wealth? appeared first on Asian Private Banker.

BlackRock has partnered with Jio Financial Services (JFS) to launch an asset management joint venture in India, according to an announcement on Thursday. The joint venture aims to offer tech-enabled affordable investment solutions to Indian investors. JFS and BlackRock will each contribute an initial US$150 million for a 50:50 share in the new joint venture named Jio BlackRock. The new […]

The post BlackRock targets India’s US$500bn wealth space with new JV appeared first on Asian Private Banker.

Japan remains an enigma in the private banking space. The world’s third-largest economy, yet few international banks or wealth managers have significant footholds there. With China’s reopening proving a disappointment, many eyes turned to Japan as an alternative way to capture the Asian growth story. This – along with improving corporate governance and attractive valuations – has injected momentum into […]

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Hong Kong-listed asset manager Value Partners Group has announced a new head of intermediaries for Asia Pacific. Vincent Ching, whose appointment was effective July 1, will be responsible for the management and development of fund distribution in the region. Ching has 18 years of experience in the fund management and financial services industry. Most recently, he was Value Partners’ head […]

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This is a sponsored article from Value Partners. Although the current macro backdrop does not bode well for markets, investors should consider an Asia-focused dynamic multi-asset strategy that keeps volatility at bay and, at the same time, provides stable income. Market volatility has surged over the last year, driven by many uncertainties weighing on investor sentiment. The persistently high inflation […]

The post Managing volatility in a challenging investing landscape appeared first on Asian Private Banker.

In this round-up: Hong Kong’s strict reg environment limits crypto and SPAC activities for FOs; Tighter AML rules affect PB client onboarding; FI executives share views on China’s “common prosperity” drive Hong Kong’s strict reg environment limits crypto and SPAC activities for FOs Hong Kong’s regulatory environment may affect the financial activities that family offices based in the city can […]

The post November Regulatory Round-up: Strict HK regs limit crypto and SPAC activities for FOs; Tighter AML rules affect PB client onboarding; FI executives’ take on China’s “common prosperity” drive appeared first on Asian Private Banker.

With its vast population and immense assets, China looks like fertile soil for asset management firms. Yet, spanning across the whole asset management industry, competition is fierce, Value Partners told Asian Private Banker. “Besides private securities firms and mutual fund firms, banks’ wealth management subsidiaries too are trying to enter the battlefield,” William Zhong Junjie, managing director and co-head of […]

The post Stiff competition for immense opportunities in China AM: Value Partners appeared first on Asian Private Banker.

 In an interview with Gordon Ip, Chief Investment Officer, Fixed Income of Value Partners, we discuss the firm’s investment philosophy, view on Asian credit market and what lies ahead for the High Yield Space in 2021.

The post APB Thought Leaders: Asian High Yield Bonds, Improving Liquidity and the Outlook for 2021 appeared first on Asian Private Banker.

The president of Value Partners will retire from his position in August 2020, according to an internal announcement by the company. Au King Lun has decided on an early retirement from Value Partners after a 35-year career in the asset management industry. He has headed the Hong Kong-based asset manager as chief executive since late 2016 and was appointed president […]

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Singapore-based Xen, an investment platform for private market offerings, has announced the appointment of a chief commercial officer. Alastair Ding has joined the firm from Value Partners and brings with him over two decades of experience in treasury and investment advisory services. At Value Partners, he was most recently country head and sales director for Singapore. Ding has also worked […]

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The Shanghai subsidiary of Value Partners Group has obtained a licence to offer investment advisory services in China, the financial firm announced today. The licence, issued by the Asset Management Association of China (AMAC), enables Value Partners Shanghai to provide onshore investment advisory services for private asset management products to eligible third-party institutions. Yu Xiaobo, Value Partners’ investment director and […]

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The former private banking distribution head of Value Partners has joined American Century Investments. Vicky Yick, managing director, private banking, left Value Partners on 27 September 2019, a spokesperson confirmed with Asian Private Banker. Yick joined American Century Investments earlier this month as a managing director, with sources indicating that she will have a similar business focus. A spokesperson from […]

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Following a successful 2017, Value Partners’ China high yield strategy has recorded another strong year with a net new inflow of US$1.6 billion year-to-date, with approximately 52% — US$832 million — of the inflows coming from private banking clients in Asia, Asian Private Banker has learnt. When contacted, a spokesperson for the asset manager confirmed the figures. Vicky Yick, managing […]

The post Value Partners raises over US$800m YTD from PB clients for China HY fund appeared first on Asian Private Banker.

Asian investors are increasingly eyeing direct investments in the private education sector in China after the government loosened policies to allow qualified schools to operate for profit, according to asset manager Value Partners. “Until recently, foreign investors had no direct access to the education industry apart from buying listed stocks,” Value Partners’ CEO, King Lun Au, told Asian Private Banker, […]

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Value Partners, the asset management firm, raised US$1.8 billion for its Greater China high yield strategy in 2017. The funding came from private banking clients in Asia amidst investors’ persistent search for yield in a rising but still low-rate environment. The strategy, named ‘Value Partners Greater China High Yield Income Fund’, launched in March 2012. As of the end of January […]

The post Value Partners raises US$1.8 billion for Greater China high yield strategy from PBs appeared first on Asian Private Banker.

The Securities and Futures Commission (SFC) has fined Value Partners Limited (VPL) and Value Partners Hong Kong Limited (VPHKL) HK$2 million each, failing to comply with the regulatory requirements in managing two funds. According to SFC, VPL and VPHK had issued shares in excess of their authorised share capital and failed to report the non-compliance action to the SFC in […]

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Discretionary portfolios remain a tough sell to Asian – and especially Chinese – HNWIs, due to the “current client culture”, notes Value Partner’s head of institutional sales, Marcella Lui, speaking with APB Mandate. Lui notes that the “younger generation” of bankers, facing heightened pressure to onboard new clients, is finding the going tough, given that recently-minted HNWIs are more self-directed in […]

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Although the competition for Asian HNW mandates is ramping up, Value Partners’ head of institutional sales business, Marcella Lui, remains confident in the firm’s ability to maintain its position as market leader. “Chinese asset managers are going offshore to pitch their mandates here in Hong Kong. However, we have the infrastructural edge,” says Lui, speaking of the home turf advantage that Value Partner […]

The post At the Gates with Value Partners: services and support just as important appeared first on Asian Private Banker.

The Hong Kong fund house has been given a QDLP (Qualified Domestic Limited Partner) license by the Shanghai authorities, the first Hong Kong asset manager to do so, and a US$100 million quota to manage cross-border funds. The asset manager, one of Asia’s largest, is set to announce its first fund product in Shanghai by the end of this year. […]

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Following Value Partners’ hire of Credit Suisse’s former Asia-Pacific head of external asset managers (EAMs), the Hong Kong-based fund house will open its first Singapore office with the 13-plus-year product veteran at the helm. Chuck Ng will manage the Singapore office having joined Value Partners as a managing director earlier this month, as exclusively reported by Asian Private Banker. Initially […]

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