Independent Wealth Managers – Getting it right and Growing the Business

Bryan Henning of Eton Solutions

Mar 19, 2023

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  • Why set up an EAM/MFO?
  • What is the nature of a sustainable platform? And the challenges of creating a successful and profitable business?
  • What are the business models that are relevant to this segment?
  • How can you build and retain the right talent to compete effectively?
  • How are the specific requirements of clients changing? Why do they use an EAM / MFO?
  • How can you find the right type of RMs to join the team? Why should they join and EAM?
  • Who do you partner with for success? Platforms / Investments / Tech / Professional Services
  • MFO vs SFO - How does a client choose?
  • Execution and Custody - What are the choices?


Chair

Bryan Henning
SVP, Head of International
Eton Solutions

Panel Members

Anmol Budhraja
Founder & CEO
Three Comma Capital Advisors

Sunita Singh-Dalal
Partner, Private Wealth & Family Offices
Hourani & Partners

Mithun Ghosh
Head of Client Coverage, Asia & Middle East
Taurus Wealth Advisors

 

 

For institutional, professional investors and financial intermediaries only and not for retail or public use.

 

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