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Wealth Management Leaders – grasping the opportunity in the year ahead
• What are the key opportunities and challenges for the year ahead?
• How are you intending to enhance your value proposition, products and service offering?
• How are you enhancing your engagement with clients? Are you increasingly using digital tools to achieve this?
• How are clients’ expectations changing?
• How can you build lasting relationships with next-gen clients?
• Do clients now expect a greater range of tailored services from you?
• How will you encourage clients to consolidate more of their financial activities with you?
• How are you developing partners to offer more value to clients?

Confirmed speakers –

• Kees Stoute, Chief Executive Officer, North Asia, EFG Bank
• Nick Xiao, Chief Executive Officer, Hywin International
• Christine Ciriani, CEO Private Banking & Wealth, InvestCloud
• Vincent Magnenat, Chief Executive Officer, Asia, Lombard Odier
• Karen Tan, Head of Private Banking, Asia, VP Bank

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Jun 17, 2021 03:00 PM in Hong Kong SAR

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