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Creating a bigger independent wealth community in Singapore

In a video interview, Steve Knabl of Swiss Asia and AIAM Singapore explains how the Association must stay closely connected with the whole local independent community and its service providers, to grow membership and stay relevant going forward.

Mapping a growth path for Swiss Asia

In a video interview, Steve Knabl of Swiss Asia explains the firm’s value position, vision and priorities for the year ahead – including attracting more private bankers to its platform.

How to spur growth of independent asset managers

In a video interview, Steve Knabl of Swiss Asia and AIAM Singapore says the independent segment will see faster growth if there is more communication and collaboration with private banks – and by reaching out more to end-clients.

Four opportunities for independent wealth managers in Asia

Recent moves to lower costs and increase investment minimums by private banks in Asia have independent wealth managers perfectly positioned to assist underserved, yet affluent, clients, says Mark Nelligan of BNY Mellon’s Pershing Securities Singapore.

WEALTH TALK SUMMARY - Driving independent wealth management in Asia

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Rohit Bhuta of Crossinvest expects Asia’s external asset management industry to grow as bankers become more attracted to an independent way of advising clients.

WEALTH TALK SUMMARY - Why Asia is ripe for multi-family offices

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Mandeep Nalwa of Taurus Wealth Advisors sees huge opportunities for multi-family offices (MFOs) to grow in Asia.

WEALTH TALK SUMMARY - Emergence of Asian multi-family offices

Speaking at Hubbis’ Malaysian Wealth Management Forum 2017 in July – Philippe Legrand of London and Capital Asia looks at this new advisory option for those wealthy clients looking for service beyond brand.

Adapting to the shake-up in Asian wealth management

Now rebranded to CBH Asia after being bought by Swiss-based bank CBH Bank, the former TTG team is integrating into CBH Group and CBH Asia Limited will play a vital role in establishing the CBH brand in Asia.

Multi-family office insights: Taurus Wealth Advisors

In a video interview, Mandeep Nalwa of Taurus Wealth Advisors outlines growth plans for his firm – and despite the independent wealth management industry’s slower-than-expected evolution in Singapore, he remains excited about the future.

Eyeing scale to target families in Greater China

Kenneth Ho is slowly and patiently adding experienced headcount to help drive his strategy of building on Carret Private Investments’ Asian vision to access China’s under-tapped market at the upper end of the family wealth spectrum.

Breaking through the bank barrier

A diversity of offerings based on a leaner and more focused foundation will increasingly challenge traditional banking platforms in the Asian UHNW space, says Kenneth Ho of Carret Private Investments in Asia.

The right way to do private banking

In a video interview, Urs Brutsch of HP Wealth Management explains some of the issues in terms of lack of transparency in private banking today in Singapore, and highlights some of the ways to develop more sustainable relationships with clients.

Assessing Singapore’s wealth management positioning

In a video interview, Urs Brutsch of HP Wealth Management explains the role Singapore can play going forward as Asia’s private banking hub – if it continues to develop an industry able to deliver the right skills and knowledge to clients.

How HP Wealth Management delivers value to its clients

In a video interview, Urs Brutsch of HP Wealth Management explains the value proposition of his firm, including the disciplined investment processes and risk controls in place to make it a robust model.