Posts Tagged “Fund Management”

A complete round up of news and views from FundForum Middle East 2010

October 11, 2020

FundForum Middle East is the “must attend” annual wealth management conference.   On behalf of our sponsors,  we would like to thank all the delegates and speakers who attended and participated in the many panels, debates and networking events.

We have captured a series of video interviews with some of the industry leaders which will be posted on this site over the coming weeks.   To make sure you don’t miss out, either add the RSS feed to your reader or sign up for email alerts.

. - Fund Forum Middle East 2010 opens with Bahrain EDB focus on fund management

In his opening address at the event in Manama, Shaikh Mohammed highlighted Bahrain’s long and impressive track record within financial services, particularly in fund management, and to the structural growth drivers of a rapidly expanding domestic population, and growing prosperity within the region, which is underpinning long term demand for financial products and services. The increasing contribution to world economic growth from the Middle East, alongside other emerging markets such as China and India, prompted Shaikh Mohammed to also identify the ‘rise of the East’. more here


Gulf Daily News - With the world’s largest concentration of millionaires, fund managers across the globe are taking a long, hard look at us.

That was the message Economic Development Board (EDB) chief executive officer Shaikh Mohammed bin Essa Al Khalifa had for delegates at the opening session of the 4th Annual Fund Forum Middle East at the Diplomat Hotel yesterday. more here

. - Bahrain GDP to grow 4.5%

The Kingdom’s Gross Domestic Product (GDP) growth was expected to hit an impressive 4.5 per cent this year from three per cent in 2009, Chief Executive of the Bahrain Economic Development Board Shaikh Mohammed bin Essa Al Khalifa said yesterday at FundForum Middle East 2010. more here


Gulf Daily News - Awareness drive “crucial”

“The asset management industry is evolving at a deceptively fast pace,” said Mr Stockell, Ernst & Young (E&Y) EMEIA Asset Management Leader, in his keynote address at the FundForum Middle East 2010 conference. “Asset managers and service providers face challenges every single day whether it’s managing business growth, mitigating risk, providing transparency or embracing regulatory scrutiny. We aim to steer the dialogue between fund selectors and asset and investment managers for improving wealth management practice in the region.” more here


Gulf Times - ‘Gulf investment management industry largely untapped’

Speaking ahead of the FundForum Middle East event, Sico CEO Anthony Mallis said: “The global financial crisis triggered a chain reaction, which reached the GCC almost simultaneously, negating talk earlier of a decoupling with other financial markets. Despite the impact of the crisis, however, we believe that there are positive growth opportunities for the GCC asset management industry, although we remain concerned that a number of key challenges still need to be seriously addressed.” more here


Trade Arabia - Market research ‘vital for industry growth’

“Market research can play a vital role in regional financial markets if players are prepared to look at the benefits of this highly-important management and marketing tool”.  That is the view of Insight Discovery chief executive officer Nigel Sillitoe, who chaired the morning session of the Fund Forum Middle East 2010 at the Diplomat Radisson Blu Hotel, Residence and Spa yesterday. more here

Post Under: General

Mum’s the word for simple information for distributors

June 28, 2020

Richard Romer-Lee, Research Director, OBSR speaking at FundForum International 2010

Adrian M Weiss, Citi Global Consumer Group EMEA speaking at FundForum International 2010

An expert panel comprising representatives of four different strands of the distributor base discussed the different needs and demands for open and guided architecture in the distributor manufacturer relationship during the afternoon sessions of the Fund Forum 2010 Distribution Summit. Moderated by Richard Romer-Lee, research director with OBSR, the private bank sector was covered by Philippe Baumann, deputy head of open architecture at Lombard Odier Darier Hentsch & Cie; the consumer bank was represented by Adrian M Weiss, head of investment products and advice at Citi Global Consumer Group Emea; also speaking from the point of view of the private banker was Jean Francois Hautemulle, head of fund selection at Unicredit Private Banking and while the retail sector was represented by Richard Vincent, head of Open Architecture Funds at Skandia Investment Group.

Romer-Lee opened with the view that historically, distribution systems have not served the end investors well, asking the panel how they organised governance. The results varied from Baumann’s reliance on the client relationship and providing the right fund, while Vincent said that he liked to manage expectations, employing a robust process that allowed them to deliver on the promise. Vincent had experienced frustration interacting with fund management firms particularly in instances where they were trying to take a more global view of the world. Generally, only the larger asset managers took a global view. Weiss reported that they preferred the strategic partnership route and felt that some firms did a better job than others in this department. There was a concern that reviewing and updating retail distribution might increase the cost for the investor, which was a concern.

Richard Vincent, Skandia Investment Group speaking at FundForum International 2010

Jean Francois Hautemulle, Unicredit Private Bank, speaking at FundForum 2010

On the issue of customer segmentation, Baumann reported that they had a relatively homogenous client base which was segmented by value with the product selection the same across assets. Weiss found that their products differed depending on risk parameters and Vincent reported that they took an attitudinal view of how sophisticated clients could be. Hautemulle said that they were trying to get clients to be more diversified and Vincent said that products that did well were ones that investors felt that they had an emotional bond with them. Hautemulle said: “A key thing for us is transparency and information from managers. Vincent agreed, posing the ‘mum test’ as in ‘can my mum understand this?’ as a basic level of whether information from fund managers was simple enough.

Post Under: Product Development

Who will you meet next week at FundForum International 2010 in Monaco?

June 21, 2020

The who’s who of the asset management industry will be in Monaco from 28th June - 2nd July attending the 20th Annual FundForum International 2010

PLUS: joining the unbeatable line-up of over 160+ senior expert speakers are:


Lord Myners, CBE, former UK Financial Services Secretary


“The Myners Interview with Paul Marshall, Marshall Wace will focus on the Hedge Fund view of the future of the Funds Space and the role of alternatives in the Retail World “


Jamie Broderick, J.P. Morgan Asset Management Europe


“An Insider’s perspective on how Asset Management can become a vibrant , useful and profitable industry”


Juan Alcaraz, Santander Asset Management


“participating in an expert panel discussion on the ‘Path to regaining Investor trust in Asset Management’ “


Massimo Tosato, Schroders


“speaking on the challenges of building a customer-centric business to sustain future profits”

Over 1000+ Senior Asset Managers, Fund Selectors and Advisers are confirmed including

SEB Wealth Management * Erste-Sparinvest KAG * Alter Capital * martInvestments * LV Asset Management * Citi Private Bank * Danske Bank * Caja Ingenieros Gestion * Vantis Financial Management * DWS Investments * AXA MPS Financial Limited * Finance-Doc Multimanagement * Calastone Limited * Coeli AB * Skandia Fonder AB * Societe Generale Private Banking * GDP AM Sim S.p.A * Godvig Capital * LGT Capital Management * Christian Philippsen * Allfunds Bank * max.xs Financial Services AG * Quantis Investment Management * Ålandsbanken Sverige AB * Santander Asset Management * Barclays Wealth * Lombard Odier Darier Hentsch & Cie * Invesco * Morgan Stanley Private Wealth Management * Thames River Capital * Citi * F&C Investments * A.A.Advisors * Standard Life Group plc * Legal & General * Banco Inversis * Towry Law * Nextam Partners * Nordea Investment Funds * HSBC Multi-Manager Investments * Unicredit Private Bank * LGT Capital Management * PFA Pension * Abu Dhabi Commercial Bank * FundQuest UK * Carrington Wealth Management * Lansforsakringar Asset Management * Architas * Pioneer Investments * Deutsche Bank Private Wealth * London Pension Fund Authority * Deutsche Bank AG * London Pension Fund Authority * ABN AMRO Private Bank * Skandia Investment Group * Citi Global Consumer Group EMEA and many more…


Make Contact & Set Up Meetings Now on FundForum e-Networker

♦ Now Live! Investor Search Criteria now live on – find the investors interested in your strategies, contact them and set up meetings! Now Blackberry and iPhone enabled to help you find investors and set up meetings while at the event too.

♦ Now Live! FundForum International  e-Networker delegate list: See who is attending, update your profile and schedule meetings ahead of the event!

Maintaining relevance for the Intermediary & Future End Customer

June 1, 2020

An Interview with Philip Warland, Fidelity International

Philip Warland will be speaking at FundForum International 2010, 28 June - 2 July in Monaco


Special Focus Thursday boardroom member, Philip Warland, Head of Public Policy at Fidelity International, is joining and moderating a panel of industry figureheads commenting on how to stay relevant for the intermediary and the end consumer of the future.  Warland has the advantage of over 30 years in the financial services industry, having spent 20 years with the Bank of England and 10 years as Director General of the UK’s asset management trade association, now the Investment Management Association.

He approaches the role of the intermediary, from the perspective of the investor. “I am particularly interested in the treatment that the customer gets” he says, “and I almost always think that the intermediary comes first in that situation.”

“We are particularly keen on giving the intermediary a good service in terms of understanding what the product is and what it does ” says Warland.

Support is important at every stage for Warland, from giving the intermediary the initial information and material and back up to the next stage of managing and handling all transactions efficiently and helping the intermediary to build a long and satisfactory relationship with the client. “We like to make it as smooth as possible once they have given their advice” he says. Read more »

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