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THE NETWORKOF INDEPENDENT FINANCIAL EXPERTSINDEPENDENT PORTFOLIO MANAGERS · LAWYERS(MULTI) FAMILY OFFICES · WEALTH PLANNERS · INDEPENDENT ASSET MANAGERSHEAD HUNTERS IN FINANCE · IT SOLUTION PROVIDERSwww.e-merging.comJoin yourprofessionalcommunityLET'S GO
FOREWORDTo all independent / external asset managers…You are independent and therefore you’re focused on your clients’ interests. Youare small and therefore you’re agile. You are senior private bankers and thereforeyou’re experienced. You are regulated and therefore you’re credible. You are entrepreneursand therefore you’re motivated and responsible.Does all this mean that the independent business model is the best alternative tothe traditional private banking services offered by large institutions?Looking at the significant attendance and listening to the enthusiastic presentationsduring the <strong>Hubbis</strong> Independent Wealth Management Forum 2013 in Singaporein March, I feel tempted to say “yes”. In fact, this isn’t only an alternativebusiness model, but more and more often the solution.This being said, however, I don’t want to be naively optimistic; there are stillsome hurdles to overcome. Among them I see the loneliness of the entrepreneur,who faces an increasingly-complex world of tightening margins.Ten years ago, I would have said that merging two complementary entities wasthe only path toward economies of scale. Today is different. Social networks haveslipped into our societies at a dazzling speed and disrupted the traditional hierarchybetween economic agents.Aggregating talent, pooling interests and exchanging expertise with limited constraintsare no longer idealistic dreams – this is today’s reality. The tool has beeninvented; it is the industry’s responsibility and interest to learn how to use it.As demand for truly independent and holistic advice continues to increase, thisGuide looks at the various opportunities and challenges in relation to independentmodels, strategies, platforms and operations, regulatory influences, and the relevanceof the linkage between Europe and Asia in this space. It also includes theoutcome of the inaugural <strong>Hubbis</strong> Asian IAM / Family Office Poll 2013 – conductedto determine the key organisations and individuals who provide the highest-qualityvalue & services to you, and more generally in supporting the development ofthis community in Asia.I hope you enjoy reading this timely publication – which, on behalf of LombardOdier, I am delighted to be a part of.Olivier CollombinPartner, Lombard Odier & Co Capital PartnersFounder, E-MERGING
Page 1: The Guide toINDEPENDENT WEALTH MANA
Page 6 and 7: 40Q&AAdapting to the opportunitiesi
Page 8 and 9: 77Q&ADelivering the IAM valuepropos
Page 10: Software Solutions forWealth & Asse
Page 13: ment in Asia, a specific driver of
Page 18 and 19: South-east Asia within the EFG Fina
Page 20: in Asia is growth in the independen
Page 23 and 24: BSI AND EXTERNAL ASSET MANAGERS.COO
Page 25 and 26: One of the ways I foreseethe indust
Page 27 and 28: Celebratingour 40 thAnniversarySwis
Page 29 and 30: “The best of both worlds”Person
Page 31 and 32: London & Capital Asia LimitedINDEPE
Page 33 and 34: «Amid the ups and downs oftoday’
Page 35 and 36: We haven’t seen any new European-
Page 37 and 38: TeamWork Wealth Management Solution
Page 40: Geoffroy GanshofEuroFin Asia Group
Page 43 and 44: EAM servicesExternal asset managers
Page 45 and 46: WEALTH CAN BEGREATER THAN THESUM OF
Page 47 and 48: Asset ManagementWealth AdvisoryLife
Page 49 and 50: Continuing developmentof regulatory
Page 51 and 52: In order to grab a biggershare of t
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eturns expectations, followed by an
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Explains Evonne Tan at Magenta Advi
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Adds Annabelle Chow, team head, ind
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Key driver for selecting a custodia
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High dividends as a global investme
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Cash Flows used for buybacks in the
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ment Banking division to provide IA
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Case studyE-MERGING: GETTING CONNEC
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E-MERGING members and AUM evolution
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We are not seeing manyEuropeans fir
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Manage the unexpectedBlackswan Fina
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Challenging conventional norms. Doi
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www.compliancasia.comIs your compli
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Protecting your mostvaluable assets
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Labuan FoundationsLabuan Islamic Fo
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Q&ADelivering the IAM valueproposit
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Feature articleA more global focus
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David Schmid of EFG Financial Produ
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For European IAMs whichset up Asian
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Our poll is divided into six sectio
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proactive; Knowledge of relevant ma
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PRODUCTMANUFACTURERSGiven the varie
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Q&AShaping Asia’s family-officefu
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