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Who was it for?

This was designed for leading product & fund gatekeepers from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as for RMs and investment advisers across the industry.

What did participants learn?

•    What’s the meaning of the word ‘advice’?
•    How to deliver long-term value and investment performance
•    Understanding how to construct robust investment portfolios in today’s environment
•    Driving long-term conversations with clients
•    How to have needs-based conversations with clients and present the best solutions to them
•    Identifying success stories and best practices
•    Exploring how we add value to our clients and manage expectations

Key elements of this year’s event – 

•    A unique get-together enabling delegates to meet with 200+ leading product gatekeepers & fund selectors from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as RMs and investment advisers from the industry.
•    An unprecedented opportunity to hear from more than 25 speakers who are experts in this space
•    Focused presentations, speeches from key individuals across Asia, and 4 interactive panel discussions

SPEAKERS

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