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Alignment of Interest is Key to a Successful Long-Term Client-Manager Relationship
02 Jun 2021

A focus on multi-generational wealth and legacy preservation is the hallmark of investing through a family office. This is made possible through clear alignment of interests with clients, deeper and more comprehensive risk management and a focus on long-term growth and value.

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Media

09 Jun 2020
‘Some EAM Desks don’t Understand Client Confidentiality’: FOs and IAMs

In the final installment of this  four-part ‘independent’ series, industry veterans discuss how private banks can better serve the needs of boutique wealth managers. The lack of leverage, client confidentiality, and skills to deliver digital information were raised among the top concerns.

Media

04 Jun 2020
Private Bankers are 'Misrepresenting' the Independent Model

Are private bankers who decide to go at it alone misrepresenting the independent model? Six wealth experts share their candid opinions in the third installment of this four part series. In the first two parts, our panel talked about competition without transparency, and why consolidation is likely to happen among smaller and even bigger players in the industry.

Opinion

27 May 2020
Succession Planning in Asia: The Importance of Grooming the Next Generation

Broaching the topic of succession planning has always been culturally sensitive, particularly in Asia. However, it remains important to approach the issue across societies, and this needs to be done with understanding and empathy.

Media

22 May 2020
It is an Uneven Playing Field: Family Offices, IAMs Talk Competition

In the first video,  a panel of wealth experts talked about the independent space in Asia and how consolidation is likely to take shape. In the second of a four-part series, they dig deeper into competition in the industry. While most agreed competition is healthy for the business, some felt they were competing on an uneven playing field because of the lack of transparency.

Media

21 May 2020
Consolidation is Inevitable: Family offices, IAMs Talk Business

Growing demand for independent advisory services among wealthy Asians has seen the rapid expansion of boutique wealth firms in Singapore and Hong Kong. These outfits including multi-family offices and independent asset managers are mostly run by former private bankers who took a leap of faith to go it alone.

Media

20 May 2020
What Family Offices Want: Golden Equator's Perspective

Ultra-high net worth individuals are looking for guidance on legacy preservation and creating family offices as they reconsider existing financial arrangements amid the pandemic, multi-family office Golden Equator Wealth told WealthBriefingAsia recently.