Independent Wealth Managers in Asia – How do They Define and Refine the Proposition?
Views from a Panel Discussion at the Hubbis Independent Wealth Management Forum in Singapore on May 10.
These are some of the issues discussed by the panel:
- What is the nature of a sustainable EAM wealth platform? And the challenges of creating a successful and profitable business?
- How do you manage the increasing complexities and also costs of RMs/advisors, IT expertise, security and compliance?
- What makes the difference between one EAM or MFO and another, and what do they all offer that is different from the private banks?
- Do EAMs have the financial and managerial capacity to buy and then handle the latest technologies to modernise and scale their offerings?
Deputy Chief Executive Officer & Head Private Banking - Singapore
Michel Della Libera
Founder and Chief Executive Officer
See this link to the VIDEO of the discussion: https://www.hubbis.com/video/independent-wealth-mangers-defining-and-refining-the-propositio
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