Index

HNW Wealth Managers

Wealth Managers - Singapore

Location

Singapore

Advice type

Relationship management

Client Types

Entrepreneurs

Expats

Families

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Max White

Spear’s Review

Where possible, Max White, executive director at Schroders Singapore, gets to know his clients as people. ‘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: Top Recommended

Top Recommended 2023, HNW Wealth Managers

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