Curating and Delivering Independent Advice

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  • What must you offer to deliver a genuinely client-first advisory offering? 
  • Is the client happy to pay a fee for advice, and what are the key trends emerging? 
  • How would you explain your value proposition? How can you differentiate yourself?
  • Do you need an investment adviser or CIO to run a meaningful and effective boutique independent wealth management firm in the UAE?
  • How do you manage risk, curate research and deliver the best asset allocation?
  • What are the implications of regulatory initiatives in the UAE and more broadly in the region?
  • Where do you get the best inputs when considering the advice that you give to clients?
  • How do professional services firms help when curating ‘genuine’ independent advice to clients?

 

Chair

Philippe Amarante
Head of Middle East
Henley & Partners

Panel Members

Mehrez Kheir
Partner and Managing Director
Abbey Road Investment

Joseph El Am
General Manager MENA
StashAway

Alastair Glover
Partner - Private Wealth
Trowers & Hamlins

Tim Searle
Founder and Chairman
Globaleye

 

For institutional, professional investors and financial intermediaries only and not for retail or public use.

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