Curating and Delivering Advice

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  • 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?



Andrew Hendry
CEO Singapore, Head of Distribution, Asia
Janus Henderson Investors

Panel Members

Carolyn Leng
Managing Director
Bordier & Cie

Philipp Piaz

Catalin Burlacu
Portfolio Manager, Managing Director
New Dimensions Capital

Lucie Hulme
Chief Executive Officer & Partner
TriLake Partners

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