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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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 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 win back client confidence
Seven approaches to winning back client trust in Asian wealth management.
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.
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.
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.
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.
Creating a good first impression
Guy Mason of Simitri explains why it is so critical to make a good first impression, and reveals some simple yet effective ways to do this.
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 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.
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.
The value of putting family first
The inaugural winner of Hubbis' "Standard Life Excellence in Financial Advisory Awards" in Singapore prides herself on being a family adviser. Jessie Leo of Professional Investment Advisory Services (PIAS) focuses her energy on developing the skill-set, knowledge base and insights to excel in managing family relationships. And she is setting an example to her industry colleagues.
Offering suitable advice to wealthy clients
Steve Davies of Javelin Wealth Management discusses some of the key considerations for clients when selecting their wealth managers – and how advisers should respond to make sure they provide a relevant and suitable offering.