UBS Wealth Management Magazine, Asia Pacific  - Issue 21
 

Transforming Wealth Management

Transforming Wealth Management

 

Starting his career as a graduate trainee with UBS, William Kennedy swiftly rose through the ranks to become the Head of Investment Products & Services, UBS Wealth Management globally. We spoke to William, who has a passion for breeding racehorses on his family’s farm, to learn more about key investment trends in the region and how innovation is changing the way that UBS serves clients across Asia Pacific.

Most private investors invest too much in their respective home markets and do not diversify enough abroad. While investing in what is familiar may feel safe, this so-called ‘home bias’ can significantly hurt portfolio performance.

The Eurozone entered 2014 in its best shape in four years, boosting hopes that its crisis years are finally over. Andreas Höfert analyzes the challenges and structural problems faced by the region, and why we can be cautiously optimistic about its fragile recovery.

As we enter an environment of lower expected returns across most traditional asset classes, investors should look beyond market beta for other sources of return, and include Alternative Investments (AI) in their portfolios. Daniel Insunza and Ed Koh share their views on the benefits of including AI in clients’ portfolios, and what 2014 holds for investors looking to this investment class.

A new advisory service with a flat-fee model, UBS Advice Asia offers clients personalized advice and proactive portfolio monitoring, enabling them to make better decisions while remaining in control of investments.

Art Basel stages the world’s premier contemporary art shows, held annually in Basel, Miami Beach and Hong Kong. It is globally acclaimed for showing work of the highest merit, and for attracting the world’s leading gallerists and collectors. As Art Basel’s Global Lead Partner, UBS will support its upcoming Hong Kong show.

Launched in 2013 to resounding success, UBS Wealth Insights is already regarded as a flagship conference in the UBS Wealth Management client engagement calendar in Asia Pacific. Along with the UBS House View, the program offers Wealth Management clients independent, insightful content from global experts and renowned opinion leaders.