We were delighted to host our inaugural Malaysian Wealth Management Forum in Kuala Lumpur in June 2011.

Around 250 professionals heard the views of leading practitioners, market experts and product specialists from Malaysia and across Asia on some of the key issues confronting the industry – in an interesting, educational and practical way.

In-depth presentations and free-flowing panel discussions looked at how to address challenges relating to people, processes and platforms, as well as focusing on which products are suitable for clients – and how and where they fit into portfolios. With the aim of helping relationship managers and other advisers enhance their product knowledge and advisory skills to be able to deliver a truly world-class and differentiated service to their clients.

You can read the highlights from the various panel discussions at this link:

You can view the photos from the event at this link:

And access the presentation materials at this link:

Many thanks again to those people who participated in the event, and especially to our sponsors – CIMB, Mercer, and Morningstar.

Thank you for your support.

Michael Stanhope
Chief Executive Officer
T 852 2563 8766