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Category archive

Business Issues

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MMI Editor
MMI Editor
Tuesday, 09 June 2015 / Published in Business Issues, Portfolio Construction

Fund managers need the right temperament

What kind of people make good fund managers? While everyone should be interested in this question, there is surprisingly little research on this topic. Dr Jack Gray talks to Hansi Mehrotra about his efforts and findings. While the general perception may be that investments is about numbers, investment professionals everywhere agree that money management is
fund research
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MMI Team
MMI Team
Wednesday, 15 April 2015 / Published in Business Issues

Factors to consider in compliance monitoring program

Using a tick-the-box approach for monitoring of conflicts of interests will probably lead to regulatory issues and reputational disasters. Wealth firms will need to have code of conduct and conflict of interests programmes adjusted so as to be appropriate for their business model. Conflicts of interests are everywhere. Firms in financial services, especially in wealth
complianceconflicts of interests
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MMI Team
MMI Team
Friday, 01 August 2014 / Published in Business Issues, Wealth Planning

Family offices generating interest

The number of high net worth individuals in the Asia Pacific region has touched 4.3 million, equaling that to that in North America, according to the CapGemini World Wealth Report 2014. Yet the number of family offices in the region, numbering just over 100, ‘does not reflect the boom in regional wealth’ according to CampdenFB.
family office
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MMI Team
MMI Team
Sunday, 01 June 2014 / Published in Business Issues

Optimising wealth management business levers

Talent, product and customer segmentation are the key levers a private wealth firm can pull to decide on its business strategy, according to Sridhar Srinivasan, partner & India head at consulting firm Oliver Wyman. Targeting white space Oliver Wyman’s 2012 ‘Targeting the White Space’ report estimated emerging Asia had US$11 trillion of unmanaged wealth, making
client segment
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MMI Editor
MMI Editor
Tuesday, 15 April 2014 / Published in Business Issues, Economy

Role of credit rating agencies

Credit rating agencies have been criticized for their role in the 2007 sub-prime crisis, which led to the global financial crisis, but it wasn’t until a recent lawsuit exposed their internal emails that it became clear to what extent they were responsible. While the global financial crisis can’t be blamed on any one in particular,
conflicts of interestscredit ratings
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MMI Team
MMI Team
Wednesday, 09 April 2014 / Published in Business Issues

Using assessments for better recruiting

Most wealth management firms rely on interviews for their recruitment process, which can be time-consuming and may not provide all the information about the candidate necessary to make a sound recruitment decision. In an interview, it may not be possible to assess if the candidates have all the skill sets required for the job or
careerstalent management

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