There is a continued need for higher standards of professionalism and client education within the local industry, and more expertise – in terms of advising individuals and families on diversification and allocation of their portfolios, as well as on wealth preservation, business succession planning and wealth transfer.

Navigating today’s transparent world via compliant structures is also high on the priority list for clients.

At the same time, wealth management organisations of all types need to create rational and sustainable business models based on clear points of differentiation in their value proposition.

This requires them to create the most effective product platform, technology infrastructure, compliance and risk management framework, training culture and expertise within all areas of the business.

As with any developing market, there is also a need for more conducive and consistent regulation across wealth & asset management.

Nov 21

Taiwan Wealth Management Forum 2017

Grand Hyatt Taipei, Taiwan

Featured Partners
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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

David Varley

Sun Life

Stephan Repkow

Wealth Management Alliance Pte Ltd

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Nov 21

Taiwan Wealth Management Forum 2017

Grand Hyatt Taipei,Taiwan

Speakers

David Varley

Sun Life

Stephan Repkow

Wealth Management Alliance Pte Ltd

Nov 21

Taiwan Wealth Management Forum 2017

Grand Hyatt Taipei,Taiwan

Partners

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Nov 21

Taiwan Wealth Management Forum 2017

Grand Hyatt Taipei,Taiwan