美国银行Merrill Lynch拥有亚洲顶级销售团队

美国银行Merrill Lynch在机构投资者的首届全亚销售团队中引领阵容。亚博赞助欧冠瑞银在第二位土地，其次是CLSA亚太市场三分之一。四分之一的五分之一是摩根士丹利和J.P.摩根分别分别在第四和第五位。“BOFA拥有最好的企业访问平台之一 - 销售团队在关键投资者面前留下相关公司，”宣布基于美国的金钱经理。我们在今年的所有亚洲研究团队调查中询问参与者告诉我们哪些公司在该地区最佳销售部队。大约2,430个买边分析师和金钱经理，在大约870家公司，共同管理亚洲前日本股权资产的约1.57万亿美元;这是大约74％的人在更广泛的研究团队调查中投票，代表了89％的参与买方机构。调查的人的名称和他们为他们努力工作的公司被保密，以确保其继续合作。Richard Boseley，Bofa Merrill的亚太股权销售负责人，将胜利团队从香港推广。它由100名研究销售人员组成，跨越亚洲（香港，孟买，首尔，新加坡和台北），澳大利亚（悉尼和墨尔本），欧洲（伦敦）和美国（纽约和旧金山）。 “The buy side has always placed a premium on ideas, access and execution, but clients today are increasingly seeking expertise in these three disciplines across all forms of equity products and within a global macro framework,” Boseley explains. “As such, the ability to differentiate requires a strong understanding of each client’s investment process to tailor service and resource allocation to them specifically.” That’s an area in which BofA Merrill excels, according to one Hong Kong–based backer. “I appreciate the fact that they don’t overwhelm me with material I’m not interested in and can’t use,” this investor says. “What they send is meaningful. They’re also very quick to respond to any requests I have.” Adds another: “I like their global approach. What happens in Brazil or Europe or the U.S. impacts Asian markets, and the BofA team is very good at connecting the dots.” That’s all part of the bank’s strategy, Boseley says. “The structure of our platform is uniquely client-focused and fully integrated across equity products and other asset classes, and this enables us to position the breadth of our global capabilities to our clients and to provide expertise across the investment spectrum,” he explains. “This has been critical during the current macro-driven market environment. We have actively strived to put Asia within a global context and bring the best of global to our Asian clients.” Money managers say the firm differentiates itself in other ways too. “Dominic Penton and Constance Wong are two of the most seasoned professionals in the business,” declares one fan. “More and more, experience counts — but less and less are sell-side firms able to supply it.” The UBS sales squad “is great at satisfying clients’ needs, especially when compared to other ‘top tier’ brokers,” says one fund manager. “We understand that we might not be in the highest tier among their clients. Nevertheless, we constantly feel that the sales team will follow our requests, and call us with updates and to arrange meetings — even after deadlines.” That’s very different from the way other firms treated this customer. “Some brokers will deny us access to phone calls with their analysts — they’ve even asked us to increase their commission allocation before calling!” he adds. A commitment to full service is something that UBS has retained even when many of its rivals have been scaling back, observes Shane Gunther, head of Asian equity sales. “We have a strong on-the-ground sales presence in all markets across Asia, including [the Association of Southeast Asian Nations],” says Gunther, who is headquartered in Hong Kong. “Some of our competitors have closed down offices, or operate a diluted product through minority-held, joint-venture companies in some markets. We also have a unique onshore domestic business in China, which gives us an edge when talking to clients about China and the A-share market.” There are 65 Asia research salespeople on the UBS team, and they are based in mainland China, Hong Kong, India, Indonesia, Malaysia, the Philippines, Singapore, South Korea, Taiwan, the U.K. and the U.S. “We feel that our domestic footprint across Asia gives us a competitive advantage in building local relationships and offering best-in-class expert access,” Gunther adds. Clients agree. “UBS has a good combination of regional sales and country specialists, which works for us because we are smaller-cap-focused,” says one. “UBS research is improving, and its salespeople are capable of highlighting the parts of greater interest to me — they make an efficient use of my time.” This money manager especially praises Robby Goh on the Philippines (“excellent”) and Keng Hock (Jonathan) Lim on Asean (“an ex-analyst, so he adds real value”). Matthew Chapin, says another fund manager, “helps us pick stocks and filters value-added information. He’s a go-to salesperson when I need information quickly and delivered efficiently.” One U.S.-based investor applauds the efforts of Stephen Beecroft, who is “extremely knowledgeable across a wide range of countries and industries. I can always count on Steve for articulate arguments in presenting investment ideas. He also writes very insightful sales notes that go far beyond repackaging analysts’ work.”

咕噜声鼓励其销售人员从人群中脱颖而出。“萎缩的委员会池是意味着客户在他们准备支付的服务中变得越来越歧视，”他说。“这种陡峭的支付曲线意味着我们处于恒定的压力，以提供差异化​​的增值服务。”据新加坡为基础的货币经理，这不仅仅是将UBS分开的White-Glove服务。“瑞银人民有诚信 - 这在一个积极的资本市场发放的房子里很重要。他们在一个老式礼貌经常被遗忘的行业中令人愉快。“