概要

This eSeminar is a recorded session of the webinar that was held on 12 January 2022.

Family offices are private wealth management advisory firms that serve ultra-high-net-worth individuals, with the aim to grow and transfer their wealth across generations. Serving this unique client segment requires more than the traditional wealth management techniques. In this eSeminar, the speaker covered how to serve family offices clients.

宗旨

By the end of this eSeminar, you will have:
- an understanding of practical issues in serving family offices, particularly the account opening process and on-going maintenance of client relationship; and
- learnt some day to day issues between sell side and family offices on transaction related matters and suitability check.

內容

Client Journey
1) New Clients
   - Awareness
   - Pitching
   - Client onboarding
2) Existing Clients
   - Fund Deposits, including source of funds and 3rd party deposits
   - Transactions
   - Account Maintenance

對象

This eSeminar is primarily targeted at fund managers, asset managers, in-house counsel & compliance, senior management such as Responsible officers, Managers-in-Charge, directors, wealth management staff and professionals already working in the family offices sector.