We are delighted to host our 2nd annual event for the independent wealth management community in Hong Kong.
We have refreshed the format for the event – and we think it’s particularly relevant at a time of so much change and opportunity for the industry.
We have designed the forum – along with the presentations, workshops, case studies and panel discussions – to bring together key market participants to discuss and debate the current positioning, role, opportunities, challenges and outlook for independent wealth management in Asia.
Its exclusively designed for CEOs, senior management, product gatekeepers and RM’s at Independent Asset Management Firms (IAM), External Asset Managers (EAM) and Multi-Family Offices (MFO). And private bankers who might like to join an independent firm.
The broader wealth management industry is increasingly polarising – those firms making headway seem to either be the largest institutions with scale, or the more focused, niche players.
Whats the role of independent asset management firms and multi-family offices in Hong Kong and will they play a greater role within wealth management in Asia? Will they attract net new money – and can they can get their business models right.
The value of a differentiated approach in the form of genuinely independent advice is certainly becoming clearer – both to clients as well as private bankers.
Can independents raise their game and address the ongoing challenges they face in scaling their businesses? These include: more clearly defining business models; finding more clients; creating more clarity over fee models; attracting more competent and experienced private bankers.
Challenges include: more clearly defining business models; finding more clients; creating more clarity over fee models; attracting more competent and experienced private bankers.
And offering appealing and different – typically private – investment prospects to clients.