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We were delighted to host our annual flagship Investment-focused event in Singapore.

Who attended?

Over 290 leading product & fund gatekeepers from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as RMs and investment advisers from across the industry.

What was covered?

We focused on the following themes – 

  • What’s the meaning of the word ‘advice’?
  • How to deliver long-term value and investment performance
  • Understanding how to construct robust investment portfolios in today’s environment
  • Driving long-term conversations with clients
  • How to have needs-based conversations with clients and present the best solutions to them
  • Identifying success stories and best practices
  • Exploring how we add value to our clients and manage expectations

 

SPEAKERS

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