Jane Leung of iShares explains why there is a need for more ETF education in Asia, and looks at the key decision-making factors for investors when they buy ETFs.

Jean-Luc Freymond of SAGE discusses the challenges and opportunities for consolidated reporting within wealth management in Asia, especially in relation to data.

Claudia Neuenschwander, chief executive officer for Finaport in Asia, shares with Hubbis the firm’s approach to doing business, managing clients, and building a successful global business.

Annette King, president and chief executive officer for Manulife in Singapore, tells Hubbis about the practical ways the firm looks to differentiate its business – especially in the wealth management space – through its people, products, processes and training culture.

For asset management companies in Asia, doing business is getting tougher by the day, it seems. This is largely due to the significant, ongoing regulatory changes underway, both globally and locally.

Olivier Mivelaz of Swiss-Asia Financial Services explains some of the key reasons why so many European-based independent asset management companies (IAMs) and family offices are looking to Asia for growth.

At the inaugural Hubbis Indonesian Wealth Management Forum 2012 in Jakarta, around 330 industry professionals heard the views of market experts and experienced practitioners from Indonesia and across Asia on the key issues, opportunities and challenges relating to clients, processes, products, strategy and platforms.

As Indonesia’s wealth management industry becomes ever-more competitive, the key challenge for many institutions is differentiating their offering.

Sentiment among many professionals in Asian wealth management is towards fee-based services,but this relies on the right people, processes and culture within an organisation.

Putting in place the right technology and systems is vital in creating a successful wealth management offering in Indonesia.

As firms look to continue to develop viable mobile banking solutions, managing the flow of customer data to make the offerings relevant and usable requires a significant investment in technology and other resources to ensure consistency

Rather than treating client data simply as a means to an end, wealth management organisations – and their frontline staff – should leverage it to provide new insights and talking points for clients.

Daniel Bardini of SunGard looks at the role and application of technology in terms of the adviser-client relationship in wealth management and private banking going forward.

The challenges of gathering, managing, analysing and using data in Asian wealth management continue to mount.

Hugues Delcourt, country executive for Singapore, and chief executive officer, private banking international, Asia & Middle East, at ABN AMRO, talks to Hubbis about working within the new reality of a tougher business environment – but explains how the firm is focusing on key parts of its product and client service offerings, as well as the overall platform, to try to grow and enhance profitability.

Urs Tanner of Assentis Technologies explains how to improve the way an organisation communicates with its customers, and looks at how to implement this in practice.

The “holy grail” for wealth management organisations is a greater engagement by clients of discretionary mandates.

The real benefits of technology will only be unleashed when banks truly put customers at the centre of what they do, says Steve Bertamini, group executive director and chief executive officer, consumer banking, at Standard Chartered.

Andrew Au, chief executive officer of AG Delta, explains why principles from e-commerce portals are relevant for wealth managers, too, to help them revolutionise the distribution of investment products.

Anthonia Hui of AL Wealth Partners discusses the main developments and trends in expanding the external asset management model and concept in Asia.

Neal Armstrong of Standard Life explains the firm’s strategy in Singapore and across Asia, discussing its product offering and how it intends to compete within the region.

Urs Tanner of Assentis Technologies discusses the importance of individualised sales materials and pitch-books to help organisations and advisers stand out in today’s competitive landscape.

Bill Cassidy, managing director of SEI Investments (Asia), explains some of the tools and data needs of wealth managers, from senior management to frontline advisers, to set them apart from the competition in an ever-tougher industry environment.

Jane Leung of iShares explains the firm’s ambitions and strategic objectives for growth in Asia, following a restructuring of key parts of its business and senior management.

Angelo Venardos of Heritage Trust Group discusses the rationale and drivers for him to set up the firm, and looks at the current landscape for wealth planning in Asia.

Urs Tanner of Assentis Technologies looks at what can be done to address some of the common challenges in client onboarding, and explains how to improve the process from the client’s perspective.

Amy Cho, managing director and regional head of business development for Asia Pacific (ex Japan) at Pictet, tells Hubbis about the firm’s strategic objectives for growing the business across the region.

Mathias Schuetz, general manager, Western & Southern Europe and Asia Pacific, at Avaloq, looks at what it takes to ensure smooth interaction of new adviser technology and tools, with a view also to how requirements are likely to evolve.

Against the backdrop of today’s ever-changing and increasingly-complex regulatory environment, both across Asia and globally, the focus on the quality, consistency and accuracy of data needs to be sharper than ever before.