Curating and Delivering Advice
- How do you explain your wealth management proposition in comparison to a private bank?
- What must you offer to deliver a genuinely client-first advisory offering?
- How would you explain your value proposition? How can you differentiate yourself?
- Do you need an investment adviser or CIO to run a meaningful and effective boutique independent wealth management firm?
- Where do you get the best inputs when considering the advice that you give to clients?
- Who do you partner with for success? Platforms / Investments / Tech / Professional Services
- How do you build a good culture? How do you grow the business?
CEO Singapore, Head of Distribution, Asia
Janus Henderson Investors
Bordier & Cie
Portfolio Manager, Managing Director
New Dimensions Capital
Chief Executive Officer & Partner
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