Chief Executive Officer
- What’s driving growth in the Thai wealth management market?
- What do we need to do to move faster?
- What are the needs of your clients? How can you help them?
- Onshore / offshore
- Do it yourself or partner with someone else?
- How can we develop the advisory proposition and make money out of it?
- Can we change the mind-set and educate bankers to actually think about putting the client’s needs first?
- What’s the training and competency framework that’s relevant and most effective?
- The role of digital – does it really matter?
Bordier & Cie
- The relevance of private banking today in Asia
- The wave of consolidation: will we see more?
- The challenges in building a successful and relevant offering
- How to get your positioning right
- How does CRS and information exchange create challenges or opportunities for you?
- Inheritance tax – and other types of tax – are these driving clients to get advice for the first time?
- What is the current level of knowledge and activity around preserving and protecting wealth?
- How do clients currently think about succession planning? What solutions do they use?
- How can we drive more effective and specific conversations about insurance and other products or structures for inter-generational wealth transfer?
- Who are the right professionals and advisers for families to engage? And how should they choose between them?
- What are the priorities for insurance companies to develop their offerings to capture more of the growth in wealth?
- How do we drive the right types of needs-based conversations with our clients?
- How do we diversify the types of insurance products and solutions we sell to our clients?
- What’s most suitable to clients – such as variable products, unit-linked policies and term?
- Where is new business going to come from over the next 5 to 10 years?
- What are the right tools and ways to engage clients today – and also the next generation?
- To what extent will platforms like FundConnext facilitate mutual fund distribution in a meaningful way?
- Given that we have mis-managed investor expectations in the past – is it likely that we can deepen fund penetration?
- Instead of fishing in the same pond – how can we create new demand and interest for funds?
- How might schemes such as a Mandatory Provident Fund help the situation?
- Do we need to expand the product range? Especially given the simple demands of clients.
- How do we move from ‘pushing’ product to taking a long-term solutions-type approach?
- Where do you see the biggest investment opportunities and challenges?
- How do clients think today?
- And how do you manage their expectations?
- How will geo-political risks impact the landscape?
- To what extent do Thai clients really want to diversify their portfolios?