The upcoming Common Reporting System (CRS) is set to pose “fundamental changes” to the wealth management industry both regionally and globally in 2017, said Kevin Liem, CIO at TTG Wealth Management.
Tag: TTG Wealth management
The risk that is being ignored
The biggest portfolio risk this year is not yet priced into the market, said Kevin Liem, chief investment officer at wealth management firm TTG in Hong Kong.
The case for fee based model
EXS Capital’s fee-based discretionary model is rare in Asia, but Jessica Cutrera, managing director of the firm’s wealth management arm, believes there’s a huge opportunity for more.