What Investment Products Can You Place in Your Clients’ Portfolio?

What Investment Products Can You Place in Your Clients' Portfolio? Got an investment idea?  Or want to tilt the portfolio to a more Asian-centric allocation?...

20 Reasons Why People Buy or Sell

20 Reasons Why People Buy or Sell Maybe not just 20 reasons but 20 weird reasons why people buy or sell. But with many weird reasons resulting...

3 Risks Most Struggle to Manage in a Portfolio

3 Risks Most Struggle to Manage in a Portfolio Equities or Bonds?  Unit Trust or Exchange Traded Funds?  Structured Products or Endowment? China or India? Global,...

14 Reasons Why Most Portfolio Managers rarely set up their own Fund Management Company?

Why Portfolio Managers rarely set up their own Fund Management Co.? Many dream of becoming the next Benjamin Graham, Warren Buffett, Peter Lynch, Sir John Templeton or...

Should You Give Portfolio, Investments or Stock Advice?

Should You Give Portfolio, Investments or Stock Advice? Between earning 5% returns on a portfolio and 50% stocks such as Apple or Alibaba, your conversation...

8 Reasons Why You Can Construct a Portfolio Wrongly

8 Reasons Why You Can Construct a Portfolio Wrongly Does portfolio construction come first or investment strategy takes priority? Perhaps you might vote in favour...

How Do You Conduct a Year-End Review for Your Clients?

How Do You Conduct a Year-End Review for Your Clients? Every year-end, comes the moment of truth for Wealth Managers, Priority Bankers, Private Bankers, Portfolio...

8 Reasons Why Building a Portfolio is Tough in Asia

Why building a Portfolio is tough in Asia. Portfolio Diversification – Is a Difficult Task Diversification in portfolio management is important. The modern portfolio theory says...

2017 Leading Fund Management Firms in Singapore

Alliance Bernstein Founders: Zalman Chaim Bernstein (Sanford Bernstein) and William H. Donaldson, Dan W. Lufkin, and Richard H. Jenrette (Alliance Capital) Founded: 2000 (Acquisition of Sanford...

5 Things Top Investment Professionals Don’t Do

5 Things Top Investment Professionals Don't Do Are you the top investment manager or the top trader?  How did you become one of the best investment...