让客户会面变得更有效
AL财富合伙人公司的Anthonia Hui介绍了客户经理用什么样的方法可以更好地理解客户的需要和目标，并以客户的最佳利益为他们服务。
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Marco Montanari of Deutsche Bank discusses the emerging issues and concerns in relation to risks with synthetic ETFs, and explains how he thinks the market will develop.
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.
Anthony Muh of the Hong Kong Securities Institute discusses some of the trends in wealth management training in Hong Kong in light of the tremendous growth in wealth in Hong Kong and China.
To explore the growth and challenges of ETFs in Asia, and at the same time look at how active and passive products can work together in clients’ portfolios, Hubbis hosted the Active and Passive Strategies in Wealth Management Forum in Hong Kong on May 24.
SF Wong of the Hong Kong Securities Institute explains the purpose and value for Hong Kong’s private banking community of the Certified International Wealth Manager qualification.
Marco Montanari of Deutsche Bank discusses some of the trends in hedge fund ETFs, how they can be structured to suit investors, and considerations for buyers of this product.
Gary Harvey of ipac wealth management reveals some of the key things that clients should know and consider when paying various types of fees for wealth management-related products and services.
Hong Kong’s securities regulator has reprimanded and fined Quam Securities Company and its responsible officer at the time, Calvin Chiu, HK$1.3 million for internal control deficiencies in handling accounts for clients from mainland China.
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.
Marcel Kreis of Credit Suisse Private Banking reveals some of his current strategic objectives, including an increasing focus on Greater China, as well as facilitating the growing interest among clients in philanthropy.
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.
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.
Larry Cao of Morningstar discusses the role of fees as part of the investment decision-making process for mutual funds, including fee trends and considerations with US funds.
Adrian Hondros of Commonwealth Private Bank explains how the firm is adapting and tailoring its Australian offering to develop its Asian business, and looks at how the region can evolve.
Adrian Hondros of Commonwealth Private Bank reveals the firm’s strategic objectives for its Australian business, and explains how it is putting these into practice to segment clients and brand itself accordingly.
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.
Larry Cao of Morningstar explains the different fees that investors pay when they buy mutual funds, and looks at what they should bear in mind.
Paul Smith of Triple A Partners explains how clients should approach investments in alternatives – especially hedge funds – and looks at how investors can avoid making common mistakes.
Carolyn Leng of CIMB Private Banking explains the key aspects of her business, including how it has developed, the main drivers, the client acquisition process, and challenges in growing the platform.
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.
中国农业银行的周宏亮介绍了发展私人银行的策略。他分析了农行为什么设立私人银行部，介绍了私人银行和财富中心有哪些不同，以及农行的私人银行相比其他银行的特点。
中国农业银行的周宏亮介绍了中国财富管理市场的现状和未来的发展。他分析了中国客户的财富管理需求，私人银行的监管环境以及发展产品的策略，他还介绍了私人银行面临的挑战。
Peter England of CIMB looks at the various features, opportunities and challenges in Malaysia’s wealth management market – today and for the future.
Linda Gu of Morningstar looks at the approaches to asset allocation in the US, Europe and Asia, and assesses differences in investors’ risk appetite across these markets.
Calvin Tso of HSBC explains how and where risk-controlled funds fit within investor portfolios, and how wealth managers can sell them appropriately.
