How is the independent wealth movement progressing in Singapore?

Rafael Weber of Swissquote

May 25, 2023

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  • What’s the role of the Association of Independent Wealth Managers (AIWM)?
  • How are the specific requirements of clients changing? Why do they use an EAM / MFO? Any specific expectations for clients from China? Or India?
  • The cost of everything is increasing – what are the consequences of this?
  • How has the business continued to evolve elsewhere – like Switzerland?
  • How are you dealing with the increase in competition?
  • What are the business models that are relevant to this segment?
  • MFO vs SFO - How does a client choose?
  • Should there be higher hurdles to setting up an EAM/MFO?
  • How can you find the right type of RMs to join the team? Why should they join and EAM?
  • Do you need to be an entrepreneur to start an MFO? Do RMs from private banks really understand what it is like working at a MFO? Are they prepared to roll up their sleeves and do the hard work?



Rafael Weber
Head of Institutional Clients

Panel Members

Jolene Tan
Executive Director - Managing Partner

Jeffrey Wong
Hywin International

Shilpi Chowdhary
Chief Executive Officer, Managing Director
Lighthouse Canton

Arthur Fong
One Heritage Capital Management

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