We are delighted to host our 8th annual event for the private wealth management community in Malaysia.
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 wealth management in Asia.
Specific topics we will cover include;
- The Increasing awareness from HNW clients about what they need.
- Growing digital capabilities.
- Wealth managers thinking about how they can add more value and differentiate their offering.
- More firms setting up a private wealth offering - both local and international.
- More competition driving an intense grab for talent.
- The need for increased product diversification.
- Insurance companies expanding the range of solutions for clients.
- Where are the untapped opportunities for Banks?
- How can banks accelerate growth and penetrate into the market?
- What are the key success factors in providing an exceptional client experience?
With a growing number of local and overseas participants in what is a rapidly shifting wealth management space, differentiation in strategies and value propositions is key to deliver what clients want.
The concept of needs-based conversations with the right clients, backed up by real advice and relevant, contextual information delivered in a blended way between digital and human touch-points, is critical. Yet with the next generation increasingly important – both in size and influence – there is a pressing need to find the right solutions.
The event is attended by CEOs, senior management, product gatekeepers and business unit heads across technology, compliance, operations, risk and advisory – from the leading international and local Private Banks, Retail Banks, Securities Firms, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms.
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 wealth mangers 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; driving revenue in challenging and choppy markets; and keeping costs under control.