Author: Follow the Hive

Guide To Choosing An Independent Asset Manager (Part Two)

Last week, we talked about what independent asset managers are, and what they can do for you (click here to read). Join us today as we list the key factors that you should consider when evaluating prospective independent asset managers:   1. Size Large asset management firms score over their smaller competitors on several counts. The in-house portfolio management expertise that a client will have access to will usually be stronger. In addition to this, it is likely that an independent asset manager that has assets under management of several billion dollars will have access to a wider range of...

Read More

Podcast Episode 22 – Information Is Everywhere

Podcast Episode 22 – Information Is Everywhere Podcasts By hiveup, 18th September 2018 Qiuyan and Michael talked about how Skype makes every conversation start with, ‘Can you hear me?’ Last week she spent a day or so on a beach while Michael went and sat in the park for an hour.  It felt like the end of the summer made them both need a bit of a break.  Even with the break, they both could stop thinking about business.  Then again, there is always brain-fog… Hive Up is developing a way to help its customers read the news more critically and to...

Read More

Episode 21 – What Are You Really Comfortable With?

Episode 21 – What Are You Really Comfortable With? Podcasts By hiveup, 13th September 2018 Qiuyan was joined this week by Andrew Wong, the Business Director at Wealth In Asia. Originally majoring in economics at university, Andrew switched to finance, which he considered the lifeblood of the economy.  Graduating in 2008, in the middle of the global financial crisis, gave Andrew real time case studies for what he was learning in school…a real baptism by fire. His first job after graduation was at a retail brokerage in Australia.  He was forced to take a view on individual stocks right away and find his...

Read More

Guide To Choosing An Independent Asset Manager (Part One)

Guide To Choosing An Independent Asset Manager (Part One) General Finances, InvestmentsBy Sha Osman, 13th September 2018 In this guide, you will learn: – What an independent asset manager can do for you. – The key factors to consider when choosing an independent asset manager. – The step-by-step process you should follow when choosing an independent asset manager. What can an independent asset manager do for you? Independent Asset Managers (IAM) offer wealth management services that are independent of a private bank. Most independent asset managers started their careers as private bankers. As a client, you will get the...

Read More

Podcast Episode 21 – What Are You Really Comfortable With?

Podcast Episode 21 – What Are You Really Comfortable With? PodcastsBy hiveup, 12th September 2018 Qiuyan was joined this week by Andrew Wong, the Business Director at Wealth In Asia. Originally majoring in economics at university, Andrew switched to finance, which he considered the lifeblood of the economy.  Graduating in 2008, in the middle of the global financial crisis, gave Andrew real time case studies for what he was learning in school…a real baptism by fire. His first job after graduation was at a retail brokerage in Australia.  He was forced to take a view on individual stocks right away and find his...

Read More

Financial Advisors and How to Choose One (Part 2)

Last week, we shared what financial advisors are and what they can do for us. (Click here to read.) Today, let’s cover some key factors and a step-by-step process to consider when choosing a financial advisor. Selecting the right financial advisor is not simply a matter of identifying someone who is competent and qualified. The person or firm that you select should be a good match for your specific needs. In fact, finding someone whom you can trust and who can provide you with the correct advice at the right time should be your primary objective. Here are some points that...

Read More

Podcast Episode 20 – Sometimes You Gotta Embrace the Suck

Podcast Episode 20 – Sometimes You Gotta Embrace the Suck Podcasts By hiveup, 3rd September 2018 Qiuyan and Michael had a quick discussion on how exercising is important to keep your mind clear. They had also talked about how the more you practice connecting the dots, the more you realize you can. They had also discussed on how you can be proactive about this and actually set aside time to think, write down ideas and keep an ‘ideas book’. This is pretty important. How does writing it down help? It helps focus on real ideas and eliminates noise. It...

Read More

Financial Advisors and How to Choose One (Part 1)

Financial Advisors and How to Choose One (Part 1) General Finances By Gibs, 31st August 2018 Our friends over at wealthinasia.com have written an awesome guide to what financial advisors do, and certain steps you should follow when choosing one. Let’s begin by sharing what financial advisors are and what they can do for us. A financial advisor is a qualified professional who can help you to manage your money. This person will provide you with advice and guidance on investments, insurance, tax-related matters, and even on taking a loan for, say, buying a house or paying for your...

Read More

A Beginner’s Guide to Reading Financial News

A Beginner’s Guide to Reading Financial News General FinancesBy Gibs, 24th August 2018 There is a wealth (pun intended) of financial information out there, and we mean massive. Banks and financial institutions all have their reports and analyses. You’ve got dailies, weeklies, monthlies, quarterlies, half-yearlies, and so on. You have a good handful of the reputable financial newspapers like the Wall Street Journal and Financial Times, and the likes of CNBC and Bloomberg being just the tip of the iceberg. You’ve got all sorts of mediums from the morning news being screened at your local gym, to your mobile...

Read More

How to Choose a Robo-Advisor

How to Choose a Robo-Advisor General FinancesBy Gibs, 17th August 2018 In our previous article, we defined what a robo-advisor was. (click here to read) This week, let’s dive into what it is about and the three basic steps to consider in choosing one. While the easy lure of robo advisors are its competitive prices and the tapping on of award-winning algorithms and statistical models with less human-factors, there are important factors to note when choosing one, especially because not all of them are created equal. Let’s dive into what robo-advisors are about and the three basic steps to...

Read More

Podcast Episode 19 – This Choice Is Not Free

Podcast Episode 19 – This Choice Is Not Free PodcastsBy hiveup, 13th August 2018 Qiuyan comes from a family of academics. Her father was a mathematics professor and her mother was a high school teacher…so we wanted to know how she got interested in investing and markets. Qiuyan has always been good with numbers and her dad encouraged her to study actuarial science at university…which, by all accounts, is very difficult. Her undergraduate degree lead naturally to a job at Manulife but it was actually a summer internship at J.P. Morgan that got her interested in the stock market....

Read More

What is a Robo-advisor?

What is a Robo-advisor? General FinancesBy Gibs, 8th August 2018 In the fintech age we live in today, the term robo-advisor or robo-advisory gets thrown around a lot. So what is it actually? It is a service that replicates the roles and functions of a bank teller and financial advisor. Simply put, it is a service that replicates the roles and functions of a bank teller and financial advisor, all done by (you guessed it), a robot. This robot is programmed to help you manage and invest your money intelligently based on certain instructions you give it. How these...

Read More

Podcast Episode 18 – Are You Selling the Right Thing?

Podcast Episode 18 – Are You Selling the Right Thing? PodcastsBy hiveup, 6th August 2018 This week we started with a seemingly simple question… “What makes a good Financial Advisor?” Seemingly simple, but we had an entire conversation around just this issue. We also ventured into the topic of what it takes to train an advisor and what the differences were between hiring a new graduate and hiring a career switcher. Training a new graduate comes with challenges, but so does training someone in the midst of a career change. Which becomes more important? Teaching domain knowledge (which should...

Read More

Pizza, and the Psychology of Investing.

Pizza, and the Psychology of Investing. Investments, PsychologyBy Gibs, 3rd August 2018 Pizza! Most of us love it. Some love themselves a traditional Margherita, while others prefer a fully loaded Chicago deep-dish. So what does pizza have anything to do with the psychology of investing? Irvin Levin, a Psychology professor, conducted an interesting experiment where participants had to either build their own pizza by adding toppings to an empty pizza base, or remove toppings from a fully-loaded one. The experiment wanted to find out which action, either adding or subtracting, would result in a fuller and more expensive pizza....

Read More

Podcast Episode 17 – Justify the Irrationality

Podcast Episode 17 – Justify the Irrationality Podcasts By hiveup, 30th July 2018 As a follow-up to our conversation last week, Quiyan and Michael welcomed Gilbert Siew to the podcast. Gilbert has a degree in Psychology and employs his expertise as a psychologist at Hive Up as it relates to investing and securities trading. As a psychologist, Gilbert believes that one’s financial life is a very personal endeavor. We discussed in depth how one’s psychological makeup impacts your investing and how it drives engagement with one’s financial advisors. We wondered whether people have distinct personalities at home and at...

Read More
  • 1
  • 2

Like us on Facebook

Follow us on Twitter