Citywire Asia: 威靈頓投資管理於亞洲零售財富市場大步向前

這家美國資產管理公司把握私人銀行與零售平台逐漸合併的契機,已於星港兩地與九家銀行建立合作夥伴關係。(本文僅提供英文版)

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媒體專訪

Three years ago, Wellington Management was absent from Asia's retail wealth space.

Fast forward to today, the $1.2tn asset manager is seeing its wealth strategy gain traction, driven by the convergence of private banking and retail product platforms, Samuel Hui, managing director, Asia Pacific, global wealth management at Wellington tells Citywire Asia.

Wellington has registered 12 funds across Hong Kong and Singapore, partnering with seven retail banks in Hong Kong and two in Singapore, with more expected by year-end.

As a relative newcomer to the retail space, what worked for the asset manager?