The widespread regulatory crackdown that has forced relationship managers (RMs) in Asian wealth management to be more vigilant in terms of the way they take care of a client's portfolio requires them to now be much more focused on managing risk and suitability.

David Bellingham of Professional Investment Advisory Services outlines the characteristics and traits of successful financial advisers, and explains the pitfalls of not doing the right thing for clients.

Philipp Piaz of Finaport reveals the traits, skills and characteristics of successful relationship managers (RMs) in Asian private banking and wealth management today.

Mykolas Rambus, chief executive officer of Wealth-X, talks to Hubbis about how he thinks private banks and other firms targeting ultra high net worth individuals should adapt their models and priorities to provide value in today’s environment.

Anthonia Hui of AL Wealth Partners explains why it is so critical to ask clients questions, and outlines the types of questions which work as well as the approaches that wealth managers should adopt.

Andrew Bryant of Self Leadership International explains how individuals can get more emotionally engaged in their jobs, and in turn how they can add more value to both clients and employers.

Andrew Bryant of Self Leadership International explains how individuals can set and work towards achieving specific goals, and avoid falling short of these objectives.

Andrew Bryant of Self Leadership International looks at the characteristics of good communication, and the traits of good communicators, and explains how to improve dialogue with clients and other people.

Andrew Bryant of Self Leadership International looks at what it takes for people to develop their own leadership style and work towards being a successful leader.

Andrew Bryant of Self Leadership International explains what leadership means and its significance within organisations, and also looks at becoming a leader.

Sutapa Banerjee of Ambit Capital looks at what it takes to service clients in a way which gives them something different and at the same time caters to their individual needs.

Claude Haberer of Pictet & Cie looks at the skills and attributes that relationship managers (RMs) need in today’s more challenging environment in Asia with greater pressures on revenue and compliance.

Marco Bardelli of BDG Singapore explains the components of a good client experience, especially against the backdrop of today’s challenging environment in Asian wealth management and private banking.

Mykolas Rambus of Wealth-X explains how private banks can identify, segment and acquire clients in the ultra high net worth space.

Ramnath Krishnan of HSBC Private Bank looks at the people, platform and overall offering required if firms and individual advisers are likely to succeed in the Indian private banking market.

Atul Singh of Merrill Lynch Wealth Management explains what clients can and should do to effectively manage their wealth management relationships.

Arjun Gupta of Client Associates looks at the role that financial advisers and other wealth managers should play in helping clients manage and make decisions around their wealth strategy.

Nikhil Kapadia of Avendus Capital discusses some of the unique cultural and other characteristics of HNW clients in India.

Gary Harvey of ipac wealth management explains how clients can find the right institutions and advisers to help them develop an appropriate – and hopefully successful – wealth management strategy.

Marcel Kreis of Credit Suisse Private Banking looks at how high net worth individuals should approach and manage their wealth, as well as their banking relationships.

Eric Christian Pedersen of Nordea Bank looks at how private banks should really be viewing their clients and ensuring that what they provide is suitable for them as individuals.

Carolyn Leng of CIMB Private Banking reveals the components of a successful onshore platform to service wealthy Malaysians, with a specific focus on asset allocation and diversification.

Nick Pollard of RBS Coutts explains some of the key ways to effectively service and segment clients in Asia order to deliver on their expectations.

Martin Dobson of Avenue Capital Management explains the steps involved for financial advisers in Australia when acquiring clients, setting up their accounts, and advising them appropriately.

Yash Mishra of ipac financial planning explains some of the key components of an effective model and process for servicing clients in Asia.

In today’s environment of market uncertainty and wary investors, coupled with the tricky and slow process of rebuilding trust between clients and their bankers, finding a way to stand out from their peers is critical to the success of any relationship manager.

During the last week, I spoke to 10 chief executives of wealth management firms and 10 private clients – to understand what clients should, and do, want from their relationship managers (RMs).

Marco Bardelli of BDG Singapore Private explains what structure and style of advisory services are needed to successfully service ultra high net worth individuals (UHNWIs).

Andrew Macintosh of National Australia Bank explains how advisers should approach client meetings to build lasting relationships and properly understand their needs – as well as to enhance the overall client experience.