Key components of world-class investment advice
Delivering solid investment advice that manages client expectations and builds trust comes down to advisers having open and realistic conversations with clients about products, strategies and other topics they know, says Sen Sui, senior director and head of markets and investment solutions for Credit Agricole Private Banking in Asia.
The changing role of client advisers in Asia
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.
How to be a successful leader in financial services
Naomi Ballantyne of Partners Life explains her approach to leadership, along with her main attributes and characteristics which she says has led to her success so far in various life insurance businesses.
UBS steers towards more scalable and active advisory offering
Alexander Kobler, regional head of investment products and services for UBS Wealth Management in Asia Pacific, discusses how the advisory model is increasingly been driven by more focused and active asset allocation decisions, enhanced by smarter and more industrialised technology offerings.
Approaching managed portfolios with a new mindset
Helen Ng, managing director, head of private clients and portfolio management for GAM in Asia, explains how market volatility and uncertainty have impacted expectations, asset allocation, and the way clients view and run their portfolios.
How clients can compare EAMs with banks
Pius Zgraggen of OLZ & Partners explains some of the main differences from a client’s perspective between an external asset management (EAM) company and a bank.
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.
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.
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.
How Indian clients can manage their wealth effectively
Atul Singh of Merrill Lynch Wealth Management explains what clients can and should do to effectively manage their wealth management relationships.
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.
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.
How to avoid making the wrong wealth management decisions
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.
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.
A tailored wealth strategy for Asian private clients
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.
How clients can manage their wealth effectively
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.
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.
Understanding Asian private banking today
Hanspeter Brunner of BSI Bank looks at how the Asian private banking industry has evolved and where it is today, explaining how institutions can find the right balance in relation to growth while meeting clients’ expectations.
Meeting the need for effective investment advice
George Boubouras of UBS Wealth Management reveals the changes in what high net worth and ultra high net worth clients in Australia now want from their private banks, especially in terms of bespoke advice.
The basic advisory process in Australia
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.
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.
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.