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CITIC Ka Wah Takes Tailored Approach to Wealth Advice
Creating a successful wealth management platform in today's environment is all about providing a more personalised service for customers, rather than loading advisers with several hundred customers each and setting high sales targets on individual products, says Zoe Lau, head of wealth management and consumer finance in the retail banking group at Hong Kong's CITIC Ka Wah Bank.
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Time for Careful Selection
Benjamin Pedley, managing director and head of advisory services for LGT Investment Management in Asia, explains why it is important to lower private clients' return expectations as he reveals the asset classes and structures which make sense in the current environment.
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HNW Investors Stay Cautious
Kerry Leow, senior portfolio manager, fixed income at Fortis Private Banking Asia, tells Innovative Investor how private clients are taking a much more conservative approach to their investments — and they will likely continue to do so for the foreseeable future.
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True Diversity
Private clients are finally buying into the portfolio advisory process and the need for asset allocation, says Lionel Kwok, head of investment solutions at Credit Suisse Private Bank in North Asia.
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A Listed Future
Richard Murphy, general manager for equity markets at the Australian Securities Exchange, explains why listed products have a bright future.
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In Need of Careful Selection
Benjamin Pedley, managing director and head of advisory services for LGT Investment Management in Asia, explains why it is important to lower private clients’ return expectations as he reveals the asset classes and structures which make sense in the current environment.
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A Time for Advisers to Shine
Gary Tiernan, recently-appointed global head of investment advisory and fiduciary at The Standard Chartered Private Bank, tells Innovative Investor why communication and transparency is now critical for manufacturers and distributors alike as clients re-assess their risk appetite.
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Asset Shift
Kwong Kin Mun, managing director and head of private banking at DBS, tells Innovative Investor why Asian-based private banks stand to benefit from an environment which is leading clients to review the amount of wealth they are comfortable placing with some global private banks.
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Growing HNW Interest Drives Tailored Approach
With high net worth (HNW) investors comprising a more important part of the investor base for structured products in Australia, Tom Graham, UBS Wealth Management's head of structured products, explains how the appetite of clients — and therefore the way to service them — is changing.
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Why Education Holds the Key to Success
The importance of training and educating advisers all across the industry has never been more acute, says Josiah Li, head of investments and treasury products at Citigold in Australia.
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True Diversity
Private clients are finally buying into the portfolio advisory process and the need for asset allocation, says Lionel Kwok, head of investment solutions at Credit Suisse Private Bank in North Asia.
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A Time for Advisers to Shine
Gary Tiernan, recently-appointed global head of investment advisory and fiduciary at The Standard Chartered Private Bank, tells Innovative Investor why communication and transparency is now critical for manufacturers and distributors alike as clients re-assess their risk appetite.
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A Lot to Learn
Russel Chesler, general manager, structured products at Perpetual Investments, explains some of the most important lessons that retail investors and financial advisers can learn from the significant drop-off in structured products volumes in Australia over the last 18 months.
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Why Education Holds the Key to Success
The importance of training and educating advisers all across the industry has never been more acute, says Josiah Li, head of head of investments and treasury products at Citigold in Australia.
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Asian Private Wealth Q&A: DBS
Kwong Kin Mun, managing director and head of private banking at DBS, tells Innovative Investor why Asian-based private banks stand to benefit from an environment which is leading clients to review the amount of wealth they are comfortable placing with some global private banks.
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Growing HNW Interest Drives Tailored Approach
With high net worth (HNW) investors comprising a more important part of the investor base for structured products in Australia, Tom Graham, UBS Wealth Management's head of structured products, explains how the appetite of clients - and therefore the way to service them - is changing.
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A Listed Future
Richard Murphy, general manager for equity markets at the Australian Securities Exchange, tells Innovative Investor why listed products have a bright future.
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Rebuilding Confidence in Australia
Mark George, director and authorised representative at Australian independent financial planning firm Positive Financial Solutions, says that a lot more attention now needs to be paid to how structured products are designed to ensure there is greater transparency and understanding of how they work throughout their life.
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Asian Private Wealth Q&A: Citi Private Bank India
Anuratna Chadha, managing director and global market manager for Citi Private Bank in India, talks to Innovative Investor about how the Indian wealth management is getting more sophisticated as competition hots up.
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StanChart Broadens Product Suite for India’s Wealthy
With the number of wealthy Indian investors growing across all segments, Standard Chartered Bank’s consumer banking division has made servicing them with a broad range of well-suited investment products a priority, says Sandeep Das, general manager in the bank’s Indian wealth management business. He shares his thoughts with Innovative Investor alongside colleagues Aman Kumar Rajoria, head of sales - investment services, Sachin Bhambani, product head - investment services, and Gaurav Perti, product manager - investment services,
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Why Private Equity Matters for Private Clients
Given that Asia continues to be an attractive investment destination for private equity, Marco Bizzozero, global head of private equity investments at Deutsche Bank Private Wealth Management, reveals what private investors should be looking out for in this asset class, and how it can be used to enhance portfolios.
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Making Fee-Based Advice Work in India
Rajesh Saluja, chief executive officer for ASK Wealth Advisors, explains to Innovative Investor some of the success factors in building a profitable wealth management platform in India.
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Investors Go More Conservative in China and Taiwan
Dennis Wan, head of China structuring and sales at Commerzbank, tells Innovative Investor about how concerns over inflation and volatile equity markets are impacting appetite in China and Taiwan.
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HSBC Broadens Wealth Products in Hong Kong
HSBC is widening the scope of products in its wealth management business in Hong Kong. Gary Hung, head of intermediaries for North Asia within the bank’s wealth management sales group, and Frank Wong, associate director in the listed products sales and marketing team, explain the driving forces behind this offering, as well as future plans in this space.
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Why Technology in Asia Needs to Catch Up
Misys' Tat Sang Fung, head of quantitative and financial engineering, and Sunny Leung, regional sales director for North Asia, are adamant that regional banks looking to play a bigger role in the manufacturing and selling of structured products need to first upgrade the sophistication of their technology and risk management processes.
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Finding the Balance
After three months as JPMorgan's new global head of structured investments distributor marketing, Beat von Gunten explains to Innovative Investor how he plans to grow his cross-asset platform while maintaining transparency and appropriate sales practices — including upgrading technology to facilitate quicker, smoother and cheaper pricing and execution of trades.
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Investing in Longevity
With the growing convergence between the capital markets and the insurance sector, Henry Kus, global head of structured insurance products trading at ABN AMRO, explains why life settlements is a hot alternative asset class for investors to improve portfolio returns and diversify risk.
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Cautious in China
Observable and market neutral structures with auto-call features are in demand in China, at least until confidence remerges, says Chin Lin Leong, head of retail banking products for Citibank (China) Co Ltd.
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Recovering Slowly
Taiwan's structured products market has been muted to date this year in the wake of the credit crisis, and as investors await more simplicity and transparency, says Richard Li, head of structured credit and alternative investment at Shin Kong Life Insurance.
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Korea Eyes Themes
Boris Jin, head of structured products sales for Citi in Korea, says domestic investors are shifting attention towards simpler, protected structures with themed underlyings.
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Lyxor Sets Sights on Asian Expansion
Joseph Ho, managing director and head of ETF sales and marketing for Lyxor AM in Asia ex-Japan, tells Innovative Investor how he plans to grow the regional platform and product range to cater to growing demand for index funds.
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ING Helps Indian Investors Pursue Global Ambitions
ING Investment Management is bringing more and more global products to India, in a bid to further educate local investors about the benefits of diversification, says Jasraj Thakur, head of structured assets and solutions in Mumbai.
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Asian Investment Strategy
Michael Foo, Clariden Leu's head of portfolio management and research for Asia, shares his views on the main themes, opportunities and challenges driving the markets in the second half of this year — and how private clients should be positioning themselves.
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Asian Private Wealth Q&A: Citi Private Bank
Akbar Shah, managing director and head of mega wealth for Citi Private Bank in Asia-Pacific, explains to Innovative Investor how the highly-sophisticated needs of clients with more than US$250 million in net worth must be serviced.
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Asian Private Wealth Q&A: RBS Coutts
Hanspeter Brunner, chief executive officer of RBS Coutts International, and the firm’s executive chairman in Asia, talks to Innovative Investor about his onshore expansion plans in India and China, as well as how he hopes to succeed in the war for talent.
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Asian Private Wealth Q&A: JPMorgan
Michael Fung, chairman and managing director for JPMorgan Private Bank in Asia, tells Innovative Investor why he intends to stick by his preferred model of top-down portfolio allocation, focusing on those areas of advice in which the firm is strongest, as he tries to grow his Asian platform.
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Asian Private Wealth Q&A: Morgan Stanley
Les Menkes, managing director and head of onshore private wealth management for Morgan Stanley in Asia, talks to Innovative Investor about the vast opportunities in the Indian market, and how he plans to achieve his ambitious growth plans.
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Calyon Taps Commodities Boom
Mark Greenleaf, regional head of commodities for Calyon in Asia, talks to Innovative Investor about how he plans to build his new business, and about why the current turbulence and volatility offers opportunities in the commodities space for investors.
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Current Business Model Provides Greatest Transparency
Recent events in the credit markets have highlighted the important role that ratings firms play and the impact that ratings actions can have on the global markets. They have also sparked discussion about the business model employed by Standard & Poor’s (S&P) and other ratings firms. Written by Yu-Tsung Chang, head of S&P's ratings services in Asia Pacific.
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VIDEO INTERVIEW: S&P Offers Asian Themes
Gareth Parker, director of index research and design in the index & portfolio services group at Standard & Poor's, talks to Innovative Investor about the growing use of indices as underlyings for structured products, and in particular its new Asian thematic indices.  Play
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Asian Private Wealth Q&A: Standard Chartered
Peter Flavel, senior managing director and global head of The Standard Chartered Private Bank, tells Innovative Investor about the strategy behind the turbo-charged growth of this fast-growing and ever-more significant competitor within the industry.
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Asian Private Wealth Q&A: BNP Paribas
Michel Longhini, chief executive officer for BNP Paribas Private Bank in Asia, tells Innovative Investor why an onshore strategy as well as a consistent, advisory-based approach to servicing clients in the region will pay off in this highly-competitive market.
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Asian Private Wealth Q&A: Merrill Lynch
Rahul Malhotra, managing director and head of Asia advisory for Merrill Lynch Global Wealth Management, tells Innovative Investor about his plans for growing the firm’s high and ultra net worth businesses in various local markets across the region.
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Asian Private Wealth Q&A: LGT
Henri Leimer, Chief Representative - Asia Pacific, Wealth Management for LGT Bank, talks to Innovative Investor about how the benefits of being independently-owned and focusing on clients and products which it knows well are key to succeeding in today’s more challenging environment.
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Santander Brings Diversity to Underlyings
Cosme Astarloa Osborne, head of the equity solutions group at Santander, tells Innovative Investor how the bank is tapping appetite for structured products among mass affluent and HNW investors in Europe and Latin America — and why the bank can also offer Asian buyers much sought-after diversity.
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Exploiting a Higher Volatility Environment
Altaf Kassam, head of Asia equity derivatives strategy at Deutsche Bank, talks to Innovative Investor about his outlook for volatility, and which products can capture the prevailing bearish mood and volatility.
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Product Design Meets Appetite for Guarantees
ING Insurance Asia/Pacific is busy creating new and innovative products to cater to customer appetite for upside, but with some kind of guarantee, say regional head of products Frank van Kempen and senior insurance risk officer Rebecca Jao.
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Is Research-based Asset Selection Right for Asia?
Rashmi Mehrotra, principal and head of retail investments for Mercer in Asia Pacific, explains to Innovative Investor why the consultant's plans to train private bankers on investment topics and provide systematic research across the region on structured products are critical to ensuring longer term sustainability of HNW portfolios.
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Hi-Tech Ambitions
Peter Hu, head of investor solutions for Barclays Capital in non-Japan Asia, says a greater focus on technology is critical for scaling the platform.
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Indexes in Favour
The need for greater disclosure and transparency is steering Japanese investors towards index products, says Katsumi Mizutani, president of Markit in Japan.
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Product Design Meets Appetite for Guarantees
ING Insurance Asia/Pacific is busy creating new and innovative products to cater to customer appetite for upside, but with some kind of guarantee, say regional head of products Frank van Kempen and senior insurance risk officer Rebecca Jao.
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Citi Eyes Growing Potential in South-East Asia
With increasing opportunities to sell structured products in Malaysia, Thailand and Indonesia, Citi’s Shu Weng Lee, head of structured product sales for ASEAN, and Jiang Ling Ling, vice president for structured product sales, talks to Innovative Investor about the stage of development that these three appealing markets are at.
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Barclays' Hi-Tech Ambitions
Peter Hu, head of investor solutions for Barclays Capital in non-Japan Asia, says a greater focus on technology is critical for scaling the bank's structured products platform.
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Mercer Helps Bring Structured Products to India’s Masses
Rashmi Mehrotra, principal and head of retail investments for Mercer in Asia Pacific, explains the benefits that Mercer’s research and training to wealth managers in India can bring to broadening the distribution and acceptance of structured products.
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Malaysia Carves a Path for ETFs
Zainal Izlan Zainal Abidin, chief executive officer of i-VCAP Management, talks to Innovative Investor about the growing potential in Malaysia for exchange-traded funds (ETFs), especially since the first Shariah-compliant fund was launched earlier this year.
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UBS Eyes One-Stop Approach to Structured Products
Jason Barron, global head of equity derivatives for UBS, talks to Innovative Investor about opportunities to grow his business in the US, as well as in Asia and other emerging markets, and also about the bank’s plans to improve its technology and coordination globally across asset classes to maximise client interaction.
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How to Exploit a Higher Volatility Environment
Altaf Kassam, head of Asia equity derivatives strategy at Deutsche Bank, talks to Innovative Investor about his outlook for volatility, and which products can capture the prevailing bearish mood and volatility.
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Automation a Priority for Credit Suisse
Simon Yates, head of global equity derivatives at Credit Suisse, is in the process of doubling headcount in his business and creating a real automated platform for manufacturing, selling and trading structured retail products, to be well-positioned for when markets stabilise.
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Axis Plans Big-Bang Start to Private Banking
Sonu Bhasin, head of wealth management at India’s Axis Bank, tells Innovative Investor about the bank’s unique plans to launch its private banking operations both offshore and onshore in the coming months, via a joint offering with Banque Privee Edmond de Rothschild Europe.
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Citi Boosts Global Tech Focus for Move to Mainstream
Richard Burns, Citi’s global head of equity structured products and hybrid products, tells Innovative Investor about why using sophisticated technology to ensure a better customer experience is critical in positioning his business as structured products start to challenge traditional investment management.
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Asian Private Wealth Q&A: Deutsche Bank
Ravi Raju, regional head of private wealth management for Deutsche Bank in Asia Pacific, talks to Innovative Investor about the value of continuing to grow its extensive onshore presence across the region, to better cater to the needs of the ever-expanding number of wealthy clients.
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Asian Private Wealth Q&A: Clariden Leu
Urs Brutsch, managing director at Clariden Leu in Asia, tells Innovative Investor about the bank’s strategy in the region, and explains how its rigid and focused structured advisory process — which uses experienced private bankers only — has positioned it well to withstand the financial downturn and expected scaling back for many private banks.
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Morgan Stanley Makes Equity Structuring Push in Asia
Julien Bahurel, managing director at Morgan Stanley in Asia, tells Innovative Investor any and how the firm plans to take advantage of current opportunities to grow its equity derivatives platform in the region.
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Creating a Successful Sales Strategy in Japan
Tatsuya Ogawa, managing director at Barclays Capital in Tokyo, talks to Innovative Investor about the best approach to selling structured products in Japan this year.
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JPMorgan Targets Retail and HNW in Japan
Shoichi Ohkoshi, managing director for the product development department at JPMorgan in Japan, talks to Innovative Investor about the bank’s plans to grow its own private banking franchise in the country, as well as deepen relationships with domestic distributors, to tap growing interest from retail and high net worth (HNW) investors for structured products.
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Commerzbank Rides on High Equities Wave
Roberto Vila, global head of equity derivatives at Commerzbank, plans to maintain the bank’s keen focus on Asia by using its extensive experience in Europe, and especially Germany, to position itself as the structured products business in Asia matures.
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VIDEO PRESENTATION: Australian Structured Products in 2008
Harvi Chugh, chief executive officer for 100X, tells Innovative Investor in a video interview what the challenging market conditions mean for the structured products market in 2008. Play
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Indexes Grow in Favour in Japan
The pressing need for greater disclosure and transparency is steering Japanese investors towards index products, says Katsumi Mizutani, president of Markit in Japan.
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VIDEO PRESENTATION: Using Structured Products in an Investment Portfolio
Harold Kim, managing director and head of Asia Pacific equity structured products at Citi, explains in an online presentation how investors can effectively use structured products as part of their overall portfolio allocation investment decisions. Play
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SG: Pushing for a Diversified Future in Asia
Frank Drouet, head of global equity and derivative solutions for Societe Generale in Asia Pacific, talks to Innovative Investor about the firm’s strategy for 2008 in today’s more difficult investment environment.
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Making Strides in Index Innovation
MSCI Barra's aim to continue the rapid growth in its regional business has seen it embark on some far-reaching and innovative research and customisation projects, say Asia-Pacific chief executive Deborah Yang and Asia-Pacific head of research Chia Chin Ping.
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Managed Portfolios Gaining Ground
From his stance, which spans AIG Private Bank’s high net worth and mass affluent customers, Ringo Lau, head of treasury, trading & investment in the Hong Kong branch, tells Innovative Investor about why an uncertain environment breeds interest in a managed portfolio approach through derivative structures.
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Nimble Platform Broadens BOCHK's Wealth Offering
Lawrence Law, general manager and head of personal banking & product development at the Bank of China (Hong Kong), explains to Innovative Investor how it has introduced private placements and a wider product range to grow its wealth management business as it looks to feed the appetite for structured products among Hong Kong's mass affluent.
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Choosing Wisely
Chew Soon Gek, chief investment officer for Deutsche Bank Private Wealth Management in Asia, predicts how investors can profit in 2008.
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CIBC Brings Much-Needed Diversity
CIBC Private Wealth Management's Asia managing director Robert Cormie, and executive director for investment Edmund Yun, talk to Innovative Investor about their bear-market product strategy — and how they can show their value-add through diversification.
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Bridging Faith and Finance
Rushdi Siddiqui, global director for the Islamic market indexes business at Dow Jones Indexes, talks to Innovative Investor about the growing potential and appetite for Islamic products — and how in many cases they trump conventional products for returns and differentiation.
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Steering Clients Towards Multi-Asset Portfolios
Lionel Kwok, head of investment solutions for north Asia in Credit Suisse’s private banking division, tells Innovative Investor why a proper portfolio advisory process to manage clients’ wealth will be the winning formula in 2008.
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Dow Jones Focuses on Islamic and Sustainability Indexes
Sumeet Nihalani, senior director for Asia Pacific at Dow Jones Indexes, talks to Innovative Investor about how trends such as the growing sophistication of Asian investors — as well as the volatile equity climate — are creating more and more opportunities for tailored and multi-asset class indexes.
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RBS Treasury Chief Plots Local Markets Strategy
Water Cheung, head of treasury & emerging markets for The Royal Bank of Scotland in Asia, talks to Innovative Investor about the potential for the bank’s local markets and equities businesses in 2008, and the increasing scope for non-flow products.
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UBS Backs Thematic Approach For 2008
Min Park, head of equity risk management products for UBS in Asia, plans to increase automation, provide more tailored client service and education, and remain focused on thematic and research-backed ideas to help the firm stay ahead in the fast-growing Asian structured products market.
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S&P Plans to Grow Index Business in Asia
Robin Lo, head of index services for Standard & Poor's in Asia, tells Innovative Investor about the firm’s plans to grow its business in the region, with a strong focus on bespoke indexes.
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Barclays Pushes for Diversification and Non-Equity Growth
Barclays Capital is determined to increasingly look outside the equity space — as seen by its recent commodities fund — as it grows its structured products business in the region, says Peter Hu, the bank’s head of investor solutions in non-Japan Asia.
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HSBC to Target Non-Flow Business in 2008
Ken Sue, head of wealth management sales for HSBC in Asia Pacific, talks to Innovative Investor about how he is pushing to integrate the IT platform as a key way to streamline the flow side of the structured products business and enable the bank to branch out further into non-flow products.
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Why Full Service is Key for Success in Asia
Credit Suisse's Kurt Ersoy, Adam Cowperthwaite and Philipp Rueede talk to Innovative Investor about the pressures on service and automation created by the dramatic increase in flow structured products in 2007 — and how manufacturers and product providers must respond to stay ahead of the competition.
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Investment Loans Broaden Retail Access
Peter van der Westhuyzen, division director, head of sales and marketing for Macquarie Investment Lending, talks to Innovative Investor about the growing opportunities for retail investors to use margin and protected loans — as well as various tax incentives — to gain greater access to structured products.
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JPMorgan Sets Sights on Top Three in Asia
Patrick Moisy, managing director and head of equity derivatives and convertibles for JPMorgan in Asia Pacific, tells Innovative Investor how he plans to make the bank a much bigger player in the equity structured products space across all markets.
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Fund Products Gain From Equity Volatility
Pieter Oyens, head of Asia fund-linked derivatives marketing & structuring at ABN AMRO, talks to Innovative Investor about some of the new opportunities in alternatives, particularly as uncertainty in the equity markets continues.
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Tapping Demand for Accurate Pricing
Elliott Hann, head of sales in Asia Pacific for GFI Group, talks to Innovative Investor about GFI’s Asian growth ambitions, especially following the growing focus on revaluation of positions and portfolio assets following recent financial turbulence.
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FTSE Prepares for a Custom-Built Future
Paul Hoff, managing director of FTSE in Asia-Pacific, tells Innovative Investor how the index provider is gearing up for 2008 and the growing demand from stock exchanges and institutional clients across the region for new and more customised products.
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Macquarie Looks to Create New Product Mix in Asia
Justin Crawford, division director and head of Asian derivative sales at Macquarie, talks to Innovative Investor about how the group is looking to build on its research, structuring and warrant capabilities in the region to offer new products and technology to its customers.
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Calyon Eyes Research as Basis for Innovation
Calyon has reinvented its equity derivatives business in Asia over the past 18 months. Raphael Blot, the firm’s regional head of equity & fund derivatives sales, talks to Innovative Investor about how it is now targeting a wider investor base, starting with hedge funds, by using a structuring approach backed by solid research.
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Insurers Demand More Structured Solutions
Frank van Kempen, regional head of products for Asia Pacific at ING Insurance, talks to Innovative Investor about the growing demand for unit-linked insurance or variable annuities with a capital guarantee.
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A Compelling Case for a Listed Future
There is growing awareness of the value of stock exchanges in allowing structured products manufacturers and distributors to access new customers, especially as margins fall and products get more commoditised. As a result, SGX is positioning itself to create value in this space, say Sutat Chew, executive vice president and head of development, and Chih-Wei Lee, vice president, product management.
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The Next Step for Asian Innovation
As the savviness of wholesale and institutional investors in Asia Pacific continues to grow, new markets and alternative underlyings are emerging for structured products across the region. And for product manufacturers and distributors, finding the best way to service end-clients is the critical challenge in today's competitive environment. Merrill Lynch's Abhinav Gorawara, managing director and head of equity structured solutions for the Pacific rim, explains.
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A Maturing Market in Australia
Goldman Sachs JBWere structured products experts Paul Banks and Katie Petering explain to Innovative Investor some of the current trends in the retail and private banking space in Australia.
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A New Risk Paradigm in Structured Products
Steve Boxall, managing director and head of equity derivatives for UBS in Australia, explains to Innovative Investor how best they and their clients can capitalise on the current environment.
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Man Plays to Innovative Strengths in Asia
Tim Rainsford, Asia Pacific managing director at Man Investments, tells Innovative Investor how he is positioning Man to be a central player in Asia’s growing market for hedge fund products.
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Quality Control
Michel Longhini, chief executive officer - Asia at BNP Paribas Private Bank, says that in this robust and fiercely-competitive structured products market, it is critical for distributors to differentiate themselves by developing a tailored approach to training and education — as well as matching new structures to individual portfolios to suit an investor's profile within their overall asset allocation.
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Satisfying Asia's Appetite for Innovation
Paul Chung, head of investment advisory - wealth management division at Bank of East Asia Private Bank, discusses investor behaviour during the recent volatile markets, and how the bank is looking to position itself to cater to resurgent demand for more structured trades.
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Banking on Reform
India's nascent industry needs regulatory reform to open it up to a wider audience and make distributors comfortable in selling more aggressive structures, says Ashish Kehair, deputy general manager and head of products for ICICI Bank's private banking group.
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Interview: Indian Equity Outlook
Sukumar Rajah, chief investment officer - Equity at Franklin Templeton – India, shares his views on the latest trends, opportunities and challenges for investors in the current domestic investment climate.
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At the Cutting Edge
Gary Tiernan, managing director and head of product management and investment solutions for Deutsche Bank Private Wealth Management in Asia-Pacific, reveals how to build and sustain a market-leading structured products business for high net worth investors.
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Catering to an Asian Appetite
In line with the growing need to satisfy local demand in Asia via new distribution channels, Rene Herren, head of product structuring at Man Investments, is looking to create fund-linked investments to attract an investor base which is more short-term in its focus.
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The Bid to Become Mainstream
For structured products to be more widely accepted as a natural part of an investor's portfolio, manufacturers and issuers need to put in place end-to-end processes and systems to mirror what's offered by the funds management industry, says Irfan Khan, director and head of equity structured products and warrants for Citigroup Global Markets Australia.
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Adding Value
Josiah Li, head of treasury & structured products at Citigold Wealth Management, explains how he can add value to his customers, as well as the importance of advisor training, product simplicity and research.
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Untapped Opportunities
ANZ Private Bank is taking a more strategic approach towards structured products — integrating them within the core business — enabling it to provide the type of tailored solutions to tap demand from high net worth investors, says Sean Robertson, product manager, investments.
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Providing Greater Access
Richard Murphy, general manager, equity markets at the Australian Stock Exchange, explains how its unique new market segment aims to satisfy the growing demand to list structured products as innovation and investor appetite continues to impress.
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A Promising Future
Craig Swanger, head of structured and alternative investments at Macquarie Adviser Services, reveals his views on the market and its potential, as well as his concerns over the fees charged on some products.
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Research Driven
Michael Elsworth, senior investment analyst, managed funds at Lonsec, says research houses should play an educational role by producing reports in a style which makes them readable and practical.
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Adopting a Tailored Approach
Meeting the needs of high net worth clients demands being able to provide very specific investment options that cater to an individual's risk appetite, says Simon Ree, executive director at Goldman Sachs JBWere.
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Keeping it Simple
To help the education process, win over investors and move the industry towards being more mainstream, products should deliver a complex solution in a simple way, explains Scott Farrell, a partner at Mallesons Stephen Jaques.
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Solid Growth Fuels Asian Innovation
Henry Pang, managing director and head of equities and derivatives for Asia at BNP Paribas, explains to Innovative Investor why market liberalisation and the wealth creation effect throughout the region bodes well for the long-term and sustainable growth of structured products.
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Reaching a Wider Audience
Christopher Lee, managing director, cross-divisional intermediary business at UBS, talks to Innovative Investor about the ever-extending reach of structured products to the mass retail market.
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New Alternatives in New Zealand
Asian Credit Investor finds out how David Jansen, head of structured credit at ING New Zealand, is continuing to grow the firm's portfolio by offering a savvy local investor base even further scope to diversify.
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New Zealand Bids to be a Funds Hub
The small but growing number of hedge funds in New Zealand aims to create a ‘Switzerland' of the South Pacific by joining forces to draw interest from local and international investors.
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Inside Australia's Structured Products Market
At our Investing for the Future Forum 2007 in Sydney, some of the leading participants in Australia's structured products market shared their views - in a series of video interviews - about opportunities and challenges ahead for the industry.
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Prime Positioning
Innovative Investor asks Olivier Monnard, head of structured derivatives for south-east Asia in Credit Suisse's private banking division, about his views on how best to satisfy growing client demand.
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Insight: Taking Uncertainty out of Deal Value
David Crammond, managing director for non-Japan Asia at Markit, tells Innovative Investor in a video interview why current volatility has made it more important than ever for buyers of structured credit to be able to get their trades independently valued.
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Insight: Finding the Right CDO Manager
Jamie Spence, head of structured credit products marketing – Asia at HSBC, tells Innovative Investor in a video interview why the current credit environment has made it is so important for investors and arrangers alike to select the right manager when buying structured credit product.
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Insight: Becoming Mainstream
John Robson, managing director of the structured products third party group in Asia ex-Japan at JPMorgan, talks to Innovative Investor in a video interview about how product can fit in all parts of a client’s portfolio - in both stable and more volatile markets.
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Insight: Making the Case for Principal Protection
Harold Kim, managing director and head of structured products at Citigroup Global Markets Asia, tells Innovative Investor in a video interview why principal protected product should be considered in today’s market environment.
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Insight: Catering for a Growing Appetite
Adam Cowperthwaite, head of structured retail products for Asia Pacific at Credit Suisse, tells Innovative Investor in a video interview about his views on how he sees demand developing in Asia, and how best to cater to it.
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Insight: Adding Value with Structured Credit
Deon Joubert, group managing director at Absolute Capital, tells Innovative Investor in an audio interview about how he sees the structured credit market developing - and how best to manage risk in the process of maximising returns.
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