Serving the Affluent Market Profitably
16
Sep
2014

Serving the Affluent Market Profitably

  • Location:Jakarta, Indonesia
  • Venue:Ritz-Carlton Jakarta Pacific Place
  • Length:09:00 am – 12:30 pm
  • Free Entry

Onshore wealth management is not an easy segment to tackle profitably due to the small individual investable asset size.

Based on our research on the Indonesian wealth management market:

  • The affluent are ambitious and confident in growing their wealth – 98% expect to increase their wealth in the next 12 months
  • Indonesia’s UHNWI demonstrate a strong bias to equities and business interest, while lower-tier millionaires prioritise on cash and property
  • The increased regulatory focus on wealth management is making it a more challenging environment for wealth managers to operate in
  • Investment priority is on financial planning, CRM and self-service channels, less on back- or middle-office processes

We are organising a complimentary, invite-only Wealth Management Briefing – hosted by Polaris FT – on Serving the Affluent Market Profitably.

At the briefing, we will share original research and insights on the Indonesian onshore wealth management market and how it compares to the other growing markets in the region and the world.

For further details and an invite, please email us at hello@linden.asia