Malaysian Wealth Management Forum 2019 - Exclusive Insights - Carolyn Leng

Carolyn Leng of 

Jul 8, 2019

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1. What changes are we seeing in client expectations and behavior in Malaysia?

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1. What changes are we seeing in client expectations and behavior in Malaysia?

Clients are expecting a different way of being serviced. At the end of the day, with so many regulation changes, there's also a lot of transparency required. This is furthered by a growing expectation for transparency from the client, resulting in the need for more transparent reporting. In this way, a lot of clients are expecting bankers to be able to properly advise them from a taxation standpoint, a reporting standpoint. They also expect advice on how the positioning their investments, on their portfolio, and their overall family wealth going forward. Corresponding with this, we have seen an increasing number of our clients are becoming more and more global.

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