In Hubbis latest Digital Dialogue discussion, a panel of hand-picked wealth management experts focused their attention on the needs and expectations of the next generations of Asia’s private clients.
They debated how the private banks and independent wealth management providers can tailor their offerings and their approaches to retain and/or attract those clients, and how they can maximise the opportunities ahead, for those clients and for their own wealth management businesses.
With many trillions of dollars of wealth due to change hands in the coming decades from the founder generations and to the second and third generations, and with so many of the younger generations also building their own businesses, or planning to do so, the wealth management community must grasp the opportunity to forward their activities and their propositions.
From this whitepaper you can learn:
Download the whitepaper now to understand what are the major opportunities ahead in working with the NextGen clients of Asia, and how can the Asian and global wealth management industry provide them with laser-targeted advice, products, and solutions.
6 April 2023
Adopter de nouvelles technologies pour fournir des services hybrides et créer une proposition de service hautement différenciée et rentable pour les clients existants et futurs pourrait être la clé pour renforcer votre société de gestion de patrimoine et s'engager avec la prochaine génération d'investisseurs.
3 min. read
24 January 2023
Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm and engaging with the next generation of investors.
3 min. read
10 January 2023
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
1 min. read