Chief Executive Officer
- What do clients actually want from their wealth manager today?
- Who is best-placed to deliver on client expectations?
- How do we know what adds value?
- What are the sustainable ways to generate profit?
- Do we need to rethink the business model?
- International versus local players - who’s making progress, and who isn’t?
- Is the extent of regulatory reform now at a tipping point?
- Are big private banks the only option given the cost of doing business?
- Or are boutique, focused and independent wealth managers the best option for clients?
- Is more consolidation a good thing?
- Should scale be the priority to succeed?
- What will the landscape look like in 5 years’ time?
Chief Executive, Asia Pacific Region
- How have you approached the integration process?
- What have the challenges been?
- How have you addressed them?
- How have you positioned the combined business for the future?
- What are priorities for insurance companies to develop their wealth-related offerings?
- How do we drive the right types of conversations with our clients?
- Can we change the mind-set and educate bankers and clients on the alternative insurance options our there?
- What’s the right product and proposition?
- How is the distribution mix changing?
- Can we develop the tools which are right for the needs and demands of the next generation?
- How can we further develop the advisory proposition and make more money out of it?
- What do we need to do to move away from commissions and towards fee-based models?
- Will clients embrace this approach?
- Can the regulatory environment be our friend in driving greater transparency?
- What will be the impact of the AI regime?
- How do we get more of a client’s total wealth?
- Investors hold a mutual fund for 4 years on average in the US, but only a few months in Asia. Will this ever change? Does anyone really want it to?
- How do we make portfolio construction core to the offering?
- What’s the process to improve performance?
- Where can we find returns that match investor expectations?
- Are all the easy wins done with - now the leveraged bond game and others have come to an end?
- What are the biggest risks for 2H 2017?
- How will geo-political risks impact the landscape?