Davis & Woods Capital Financial Group Announce Attendance at the Asian Wealth Management Forum 2017
The forum will be focused on finding ways to survive and thrive in an uncertain environment.
- (1888PressRelease) January 12, 2017 - Partner at Davis & Woods Capital Financial Group - Heng Cheung, who will be attending the forum for the first time and said "I am looking forward to meeting up with old friends and meeting new ones within the industry and hope to form new long term relationships within the wealth management arena that are mutually beneficial".
The 7th annual regional event will be hosted on 21 February, 2017 at the Island Shangri-La, Hong Kong. The organizers believe it is being held at a particularly important at a time of so much change and uncertainty for private banking in the region and world as a whole.
Only a small number of these institutions are profitable, and the broader wealth management industry is increasingly polarizing - those firms making headway seem to either be the largest players with scale, or the more focused, boutique advisory practices like Davis & Woods Capital Financial Group.
With a growing number of local and overseas participants in what is a rapidly-shifting Asian wealth management space, differentiation in strategies and value propositions is key to deliver what clients want.
The concept of needs-based conversations with the right clients, backed up by real advice and relevant, contextual information, is still lacking. Yet with the next generation increasingly important - both in size and influence - there is a pressing need to find the right solutions.
Who is it for?
This event is exclusively designed for CEOs, senior management, product gatekeepers and business unit heads in technology, compliance, operations, risk and advisory - from the leading international and local Private Banks, Retail Banks, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms.
What will you learn?
The agenda will address some of the challenging issues you face in terms of developing a profitable business with a value proposition that makes sense in today's environment.
Finding ways to survive and thrive in today's uncertain environment is now critical. And we will build on our event in previous years to ensure this is refreshed and focused on -
• Identifying success stories and best practices in dealing with the challenges in order to be profitable today
• Uncovering the way forward for how each segment of the market can develop from here
• Debating key issues with industry leaders
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