Fund Selector Forum Southeast Asia

Transcription

1 Fund Selector Forum Southeast Asia Re-evaluating the fund selection process 29 April 2015 Singapore Workshop Sponsors Education Partner Supporting Organisations

2 The Forum welcomed 56 Fund Selection professionals from 7 countries Country Hong Kong Singapore India Korea Malaysia Thailand USA 2

3 65% of the audience consisted of commercial banks, private banks, IFAs and family offices Other organisations represented included online fund distribution platforms, fund of funds and insurance companies Organisation type Commercial Bank Long-only Fund Management - Global Consultant Long-only Fund Management - Local Fund Distributor Other Service Provider Family Office/MFO Private Equity Fund Manager Hedge Fund of Funds Private Wealth Magagement Insurance 3

4 Job Function Advisory Marketing and Sales Alternative Investment Other CIO Executive Managment Distribution- Marketing Sales Product Development Portfolio Manager Product Sales Investment Product Selection 4

5 Company Name Job Title Country Investment Specialist ABN Amro Private Bank Product Specialist AmBank Senior Vice President, Wealth Management Financial Solutions MALAYSIA Antarctica Asset Management Asia Senior Research Analyst HONG KONG APCI CFO HONG KONG Bank of Singapore Head of Fund Solutions Bank of Singapore Global Head of Products BMO Global Asset Management (Asia) Limited Director Sales HONG KONG BNP Paribas Securities Services Head of Product Management Bordier Singapore Director, Investments CAIA Singapore Principal Caravel Asset Management Ltd. CIO HONG KONG Cerulli Associates Associate Director Citi Traditional Managed Investments Wealth Management Asia Pacific Citi Regional Investment Counselor & Head, Mutual Funds & Brokerage Citi Head of Traditional Managed Investments Wealth Management, Asia Pacific Citi Head of Due Diligence for Traditional Managed Investments Citi Director, Managed Investments, Head, Fund Performance & Analysis Wealth Management - Asia Pacific Cornerstone Family Office CIO Coutts & Co Ltd VP, Product Development & Research Credit Industriel Et Commercial Fund Advisor Credit Suisse Director, Asset Management Credit Suisse Asset Management Portfolio Manager Credit Suisse Private Banking Head of Alternatives for Asia Pacific HONG KONG Deutsche AWM Asia-Pacific Head of Global Wealth Solutions Elysium Investments CEO INDIA Financial Alliance Pte Ltd Director, Wealth Management Haymarket Financial Media Editorial Director HONG KONG HNWI Private Limited Director ifast Regional Researh Director IPP Financial Advisers Pte Ltd Management Associate Kenanga Investors Berhad Head of Product Development MALAYSIA Manulife Singapore Head of Wealth Management Mercer Senior Consultant Mercer Asia-Pacific Head of Wealth Management Consulting Mercer Consultant Paamco Portfolio Manager PIAS Senior Adviser Potter Family Office Executive Director Professional Investment Advisory Services Investment Analyst 5

6 Company Name Job Title Country RAAY Investments Chairman INDIA Shinyoung APEX Family Office Head of Family Office KOREA Shinyoung APEX Family Office Portfolio Manager KOREA Shinyoung APEX Family Office Portfolio Manager KOREA Siam Commercial Bank Head of Private Banking THAILAND SIENNA CAPITAL PARTNERS Managing Partner USA Standard Chartered Global Head of Investment, Advisory & Strategy Standard Chartered Head of Real Estate and Private Equity SuMi Trust Assistant VP, Investment Promotion Group HONG KONG Sun Life Financial Asia President, New Markets and Business Development HONG KONG Swaen Capital Pte. Ltd. Senior VP Swaen Capital Pte. Ltd. Investment Manager Taurus Wealth Advisors Executive Director, Client Investments Taurus Wealth Advisors Director UBS Wealth Management Asia-Pacific Head of Investment Fund Distribution United Overseas Bank Limited Vice President, Team Head, Investment Advisory; Portfolio Counselor, Sales & Distribution Division United Overseas Bank Limited First Vice President Portfolio Counselor, Privilege Banking Reserve United Overseas Bank Limited AVP, Corporate Investment Unit UOB Portfolio Counselor VL Asset Management Limited Executive Director HONG KONG Wealth Management 6

7 For more information on how to participate in 2016: Carole Young Organised by