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.

EFG Bank is leading the pack in the 2011 Hubbis Asian Wealth Management Poll.

New ways to target different types of clients will lead to more sustainable revenue.

Bruno Lee of HSBC talks about some of the big-picture trends in the retail wealth management industry in Asia, as advisers and customers learn from the financial crisis.

Bruce Von Cannon of Banque Privee Edmond de Rothschild talks about the importance to the overall offering of advisers taking a team approach and developing positive working relationships with all support staff.

HSBC's Bruno Lee discusses some of the techniques that relationship managers can adopt to ensure they are well-prepared for meetings with existing customers, and can get more out of the interaction.

Urs Brutsch of Hoffmann & Partners Wealth Management explains the skills and attributes that relationship managers must develop to fit the mould of a genuine “private banker”.

Urs Brutsch of Hoffmann & Partners Wealth Management reviews the evolution of Asia’s private banking industry, and explains the value of independent asset managers within a new financial landscape.

David Crammond of Markit Asia discusses the key reasons why and how typical high net worth clients choose one private bank over another – and what he personally likes and dislikes about the service he gets from his bankers.

Lim Chung Chun of iFAST Corporation talks about the recent growth in independent financial advice in Asia, and discusses the opportunities and challenges ahead for the industry – including asset-based fee models.

Andrew Macintosh of National Australia Bank explains how management can create the right internal culture and support framework to enhance the effectiveness of client advisers.

Anthonia Hui of AL Wealth Partners talks about some of the ways that relationship managers can better understand the needs and objectives of their clients, and service them in a way that is in their best interests.

Anthonia Hui of AL Wealth Partners shares her thoughts and experiences about being a private banker in Asia over the past 25 years, and gives advice to relationship managers entering the industry today.

Nicholas Tan of OCBC Bank explains how relationship managers can advance their careers by recognising and catering to the needs of different types of customers, as well as leveraging internal resources.

Rainbow Pan of ipac Hong Kong explains what it takes to build a successful financial planning practice, ranging from the business strategy and service offering to corporate culture and compliance controls.

Don Hellyer of National Australia Bank explains the key features and characteristics of Australia’s wealth management industry, and looks at the appetite among investors for various asset classes.

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.

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?

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.