Asian Wealth Management Quarterly 2017 - Issue 2

Hubbis

Aug 21, 2017

Download PDF

This is the latest edition of our Quarterly publication covering Asian wealth management.

Despite an overall impressive and positive first halfof 2017 in terms of performance for financial institutions and clients alike, it remains a time of much change and uncertainty for the Asian wealth management and private banking industry.

Wealth managers of all sizes and business models need to pay closer attention to what brings real value to clients. In particular, the regulatory direction – both globally and in Asia – is likely to create a shift in wealth management models to fee-based solutions from transaction-based sales.

The concept of needs-based conversations is ever-more critical, backed up by the right advice and relevant, contextual, timely information – via a blend of digital and human touch-points. And with the next generation an increasingly important segment, there is a pressing need to adapt service offerForeword ings and solutions, as well as the ways to deliver content and advice. There also continues to be a significant opportunity to help the region’s wealthy families to diversify, protect and pass on their wealth – assuming firms can also tailor solutions to the needs of the next generation of younger clients also. To cater to this, the publication covers Private Banking, Retail Banking, Independent Wealth Management, Family Offices, Insurance, Asset Management, Technology, and also Professional Services.

Asian Wealth Management is created in conjunction with – and for – senior management, product gatekeepers, business heads across compliance, operations, technology, advisory and sales, and other key stakeholders from the top international, regional and domestic organisations across the community with which Hubbis has worked hard over the past six years to build relationships and enhance connectivity.