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Articles

Acquisition and Retention of Clients

How to target and advise UHNW clients

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).

How to source and win new clients

Robert Cormie of CIBC Private Wealth Management Asia explains the step-by-step process that relationship managers should follow to target and win new clients, and how advisers can overcome concerns about prospecting.

Developing the right strategy to attract UHNW clients

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

Unique characteristics of HNW clients in India

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

How wealth managers can succeed in Asian private banking today

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.

Adapting to a new landscape to service UHNW clients

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.

Building rapport and winning the trust of clients

Guy Mason of Simitri explains the importance of developing a connection with clients and building trusted relationships – and explains some of the techniques for achieving this.

How to be a good relationship manager

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

The art of asking clients questions

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.

Setting and achieving goals successfully

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

Developing your own leadership style

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.

Helping HNW clients get the most out of their wealth

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.

Techniques for conducting successful client meetings

Bruce Von Cannon of Banque Privee Edmond de Rothschild explains the process that relationship managers should follow before, during and after client meetings, to ensure a successful process.

The features of an effective onshore offering in Malaysia

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.

How to be a better communicator

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.

How to manage and segment clients successfully

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.

How to add value in your job

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.

Being an effective adviser in India

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.

How to service existing clients

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

Creating a successful client experience

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.

How to win back client confidence

Seven approaches to winning back client trust in Asian wealth management.

Ten tips to make advisers more successful

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.

Getting more out of client interviews and meetings

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.

Providing the right client experience

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.

How to become a model financial adviser

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.

Being a leader

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

Providing an appropriate offering for Asian private clients

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.

Creating a differentiated approach to advising customers

Bruno Lee of HSBC explains why it is so critical for advisers to be able to clearly explain how they differentiate themselves, and in turn provide a more valuable service which is in the best interests of their customers.

What it takes to be successful in Indian private banking

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.

What clients should look for when managing wealth

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.



 

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