Tag Archives: strategic insight

Strategic Insight Video Research Update – Switzerland: Funds, Flows, Wealth Management & West-to-East

A few weeks ago I published a research piece with my HK-based senior research analyst, Bryan Liu, called Spotlight on Switzerland. Below is a video update with HK-based analyst Lise Carpenter, discussing the piece further. The full report can be … Continue reading

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Monaco Fund Forum International 2011 – A Review

The Monaco Fund Forum International is always of major importance for the industry – in its 21st year, it is the world’s largest asset management event, and Julian Kirby, Jenny Adams, Ed Jones and team again outdid themselves. It also … Continue reading

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UCITS vs. Asia Fund Passport – Industry Expert Review at Monaco Fund Forum Intl 2011

Today I gave a speech and conducted an industry expert review at the Monaco Fund Forum International 2011 on the “UCITS vs. Asia Fund Passport” issue, with the general manager of Alfi, Camille Thommes. My senior research analyst Lise Carpenter … Continue reading

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Monaco Fund Forum International 2011 – Tuesday, Thought Leadership Interview – “The View From Asia”

Tuesday is the opening of the main conference. After the emerging market and distribution summits on Monday, the morning session on Tuesday typically brings together a selection of CEOs and other leaders. I have the pleasure of doing this year’s … Continue reading

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Monaco Fund Forum International 2011 – Monday, distribution summit

The Monaco Fund Forum is the largest European asset management gathering and always a place to catch up with clients, prospects and friends. This year we are represented with a team of eleven in Monaco, including our chairman. I opened … Continue reading

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Global Fund Flow Review April 2011: Top Selling Products and Managers

This week I published a new report on year to date flow observations worldwide, including top products and managers, with key contributions from analysts Bryan Liu, Miao Hu, and Lise Carpenter. Release notes below: Nearly $270 Billion in Global Long-Term … Continue reading

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Spotlight on Switzerland: Funds, Flows, Wealth Management, and West-to-East

I just published a new study with one of my HK-based Senior Research Analysts, Bryan Liu, on the Swiss Asset and Wealth Management industry. Below is the press release… for additional details, click here EQUITY FUNDS IN SWITZERLAND ATTRACT 57% … Continue reading

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World Wealth Report 2011 – HNW Investment Trends: Metatrends, Asset Allocation and Bridges

Merrill Lynch and Capgemini this week published their annual World Wealth Report, a useful benchmark of HNW trends for over 20 years. It includes lots of nuggets and data touched on by us in our research – among the highlights … Continue reading

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Spotlight on Chile: Fund Managers Benefit from UCITS Appeal and Offshore Pension Fund Flows

This week I published a new study on crossborder fund opportunities in Chilean pension funds, with one of our LatAm analysts, Marlon Valle. A few highlights from the study, “Spotlight on Chile“: – Cross-border pension fund opportunities in Chile: 70% … Continue reading

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David & Goliath in Asset Management … Star vs. Team Approach

Last week Strategic Insight published David and Goliath in the Global Asset Management Industry, an in-depth look at the fastest growing boutique investment firms around the world, and common success factors from Asia to Europe and the US. We found … Continue reading

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