SF Wong of the Hong Kong Securities Institute discusses the introduction of the Certified International Wealth Manager qualification in Hong Kong as part of efforts to enhance standards within private banking.

Gary Harvey of ipac wealth management looks at some of the common mistakes and misconceptions in relation to wealth management in Asia, and explains how clients can avoid them.

Paul Smith of Triple A Partners discusses some key issues and considerations for high net worth individuals in how they manage their wealth, and looks at ways for clients to “professionalise” the process.

Eric Christian Pedersen of Nordea Bank explains what clients can and should be doing when identifying institutions – and individual advisers – to manage their wealth and provide advice which is in their best interests.

Calvin Tso of HSBC reveals some of the key developments and changes underway in Taiwan’s wealth management industry – especially regulatory trends and their implications for products and sales practices.

Rajesh Saluja of ASK Wealth Advisers looks at what is required to be successful in Indian wealth management.

Rajesh Saluja of ASK Wealth Advisers explains some of the main characteristics and expectations of private clients in India, and outlines how to service them effectively.

Feng Liu of the Financial Planning Standards Board in China explains some of the unique features and characteristics of China’s wealth management industry today.

Hrishikesh Parandekar of Karvy Private Wealth explains the current stage of development of the Indian wealth management market, with a particular focus on the regulatory environment and recent changes.

James Shapiro of the Bombay Stock Exchange discusses the need for financial education in India, and explains some of the initiatives underway to try to fill the knowledge gap.

James Sim of the Financial Planning Association of Singapore explains the basics, as well as some pros and cons, of different fee models within wealth management.

Eleanor Wan of the Institute of Financial Planners of Hong Kong explains what needs to be done to ensure that the quality of advice is further enhanced, and that the industry professionalises.

In Part 2 of this documentary, market practitioners look in more detail at the independent asset management structure, including which clients tend to fit best with this model, the types of advisers who are most suited to this advisory style, and the potential for the industry to develop and grow in Asia.

Eleanor Wan of the Institute of Financial Planners of Hong Kong explains how the investment approach and characteristics of local investors has influenced the style and delivery of financial advice.

In Part 1 of this documentary, market practitioners explain the purpose and growing role of independent asset management firms in Asia, focusing on key aspects of their business model such as distinguishing features, fee structures, the investment process, and general benefits for clients.

David MacDonald of macsimize explains why training, and especially a focus on soft skills and individuals’ needs, is integral to help wealth managers stand out and deliver the right service to clients.

Hansi Mehrotra of Mercer discusses different business models and options for how Asia’s wealth management industry can evolve, with particular with reference to the Australian market.

Pius Zgraggen of OLZ & Partners describes the approach that both advisers and clients take to managing wealth in Switzerland, and looks at what Asia can learn as the industry develops and matures.

Roman Scott of The Calamander Group discusses some of the structural, personnel and product issues which caused so many problems for Asia’s private banking industry in the financial crisis.

Urs Brutsch of HP Wealth Management explains the apprentice model used in Switzerland to train new entrants to the industry, to show how effective this approach can be as the foundation for a long-term career.

Marcel Kreis of Credit Suisse reveals his key challenges in trying to maintain and grow a successful business amid increasing competition for staff, widespread regulatory crackdowns and transaction-oriented clients.

Ser-Keng Ang of Singapore Management University explains some of the characteristics of good private bankers, and outlines how individuals can differentiate themselves in a very competitive market.

Massimo Hilber of Marcuard Asia explains the features and benefits for wealthy individuals of using independent asset managers, including how this type of advice is structured and delivered.

Today’s environment of regulatory scrutiny, investment uncertainty and risk-averse clients makes it more important than ever before for private banks and wealth managers to deliver consistent and structured advice to clients. Which is often best done by adopting a team approach.

Maikel Sajangbati of the Certified Wealth Managers’ Association in Indonesia talks about the local wealth management market, and how to capture the opportunities as it grows and develops further.

Sidney Sze of the Society of Registered Financial Planners explains the basic structure of family offices, including the key features and benefits for wealthy clients.

Sidney Sze of the Society of Registered Financial Planners talks about some of the issues and challenges which independent financial advisers face in the current market environment.

Filling the talent gap in Asia is clearly a priority for senior management in the wealth management space. Yet what type of relationship manager or client adviser does each firm want? And how can it find or develop such individuals as quickly as it needs to?

Albert Chiu of EFG Bank discusses the various challenges which the private banking industry faces in the wake of the financial crisis, and looks at how it can move forward from here.