Company
Position
Director
Index
HNW Wealth Managers
Wealth Managers - Singapore
Location
Singapore
Advice type
Investment strategy
Investment management
Relationship management
Client type
Entrepreneurs
Expats
Families
HNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Max White
Spear’s Review
Max White, executive director 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!’
Rank: Recommended
Recommended 2024, HNW Wealth Managers
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Notable
Jason Lai
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Power List
Singapore
Notable 2024
Power List
Top 100
Leonie Schroder
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Power List
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Top 100 2024
Power List