Do Independent wealth managers offer a better client experience and advice?

Ivan Chang of Saxo

Oct 17, 2023

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  • How is the independent wealth movement progressing in Hong Kong?
  • How are the specific requirements of clients changing? Why do they use an EAM / MFO?
  • What are the business models that are relevant to this segment?
  • How does a single-family office or ultra-high net worth client choose the right multi-family office?
  • 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?
  • 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 Service?
  • How do you build a good culture? How do you grow the business?



Ivan Chang
Regional Manager, Institutional Business

Panel Members

Colin Chau
Chief Investment Officer
Plutus Asset Management

Stephen Pau
Chief Investment Officer
Hefeng Family Office

Keith Wong
Chief Executive
Winland Wealth Management

Jon Dingley
Head of Wealth Management
CBH Asia

Jason Gibbons
Investment Director, Asia
Leo Wealth


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