Spear’s Review

Max White, managing director and team head, wealth management, at Schroders Singapore, gets to know his clients as closely as possible.

‘My aim is to build up as complete a picture of their wealth and assets as possible,’ he says. ‘We then put in place an investment strategy that is robust and consistent for the long term but also provides flexibility when changes occur.

‘Our focus is on an investment service rather than a sales or distribution channel for investments,’ he continues. ‘As a result, we believe that this process engenders trust in the relationship and enables it to grow. Ultimately, we derive a large percentage of new business from client referrals, and to achieve this, you need a happy client base!’