U/HNW clients need an "institutional investor mindset
(Asian Private Banker) U/HNW clients should "evolve" to take on a more institutional and process-driven mindset towards investing, according to Shilpi Chowdhary, CEO of Lighthouse Canton.
The Singapore-based investment group, which oversees $2 billion of assets under management and advisory, specialises in providing asset management for institutional clients. As a result, the firm runs its wealth management business with an institutional business model.
"Our endeavour is to make sure our wealth management clients can receive a service that is similar to what institutional clients can get, on both the platform and the level of services," said Chowdhary.
He explained that institutions are often driven by processes, where they make decisions after scrutinising factors such as...
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