Panel discussion – Private Wealth Leaders – refining the proposition to meet client needs

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

Panel discussion – Private Wealth Leaders – refining the proposition to meet client needs

  • What is happening to the private client base in Asia, and how are clients’ needs and expectations changing?
  • Are clients genuinely more interested in ESG and Sustainability?
  • How are you enhancing your value proposition, products and service offering?
  • How are you evolving the quality and type of advice you offer to clients?
  • What are the preferences of the next gen?


Chair

Andrew Hendry
Head of Distribution Asia
Janus Henderson Investors

Panel Members

Carolyn Leng
Managing Director
Bordier & Cie

Vincent Magnenat
Limited Partner, Global Head of Strategic Alliances, Asia Regional Head
Lombard Odier

Michael Blake
CEO Wealth Management Asia
UBP