An LSEG Business
Redefining investor data needs: setting the gold standard of wealth management in APAC
As wealth management firms strive to provide the best customer experience in a competitive marketplace, it is essential to understand how the data needs and digital expectations of their clients will evolve in the future. This webinar will focus on the changing digital demands of investors in APAC. Join our panel of experts who will discuss how investor expectations have changed in the last 12 months, what new types of information investors expect access to, such as ESG, and trends around intuitive analytics to help investment decision making.   

Refinitiv recently surveyed over 1000 self-directed and advised investors globally, 500 in Asia, on how their trading activities, data needs and digital expectations are likely to evolve in the future. In the first of a series of reports based on the research, we found that the appetite for data and analytics is growing as investors look for new ways to make investment decisions, take advantage of promising opportunities, and avoid potential risks.

While investors are demanding more information, the research shows that 39% feel that they currently lack access to data and content that would help their investment decision making. This provides a great opportunity for digital wealth providers to address any gaps and tailor services and solutions to cater to these needs to stay relevant.

We bring together a panel of APAC wealth management experts to discuss their views on these insights, including:

  • Changes in investor behaviour and requirements in the last 12 months - did COVID-19 and the subsequent volatility expose any data gaps?
  • Next generation investors with next generation data and analytics demands - what trends and content sets are influencing millennial investment decision making?
  • Data on the data - finding investment ideas in alternative data sources, such as news and social media sentiment analytics

Register now to hear from our experts and have the opportunity to understand what you can do to provide the best client experience.
Webinar details
Duration:  60 Minutes
Login:  Details provided after registration
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Our Speakers
Arjan de Boer
Head of Markets, Investments & Structuring, Asia
Indosuez Wealth Management
Raphael Mueller
Product Manager, Wealth & Front Office Suite
Steve Carroll
Global Head of Market Development, Wealth
Refinitiv (an LSEG business)
Wendy Spires
Head of Research
ClearView Financial Media


WealthBriefingAsia is the Asia-focussed daily news and analysis service of the WealthBriefing Network. Since 2005 The WealthBriefing Network has given members access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as WealthBriefingAsia Breakfast Briefings and Summits in Hong Kong and Singapore. It features an industry leading awards programme with independently judged awards being presented at a sparkling gala events in Singapore and Hong Kong.

WealthBriefingAsia is truly global news service with sister publications WealthBriefing and the North America based Family Wealth Report reflecting the global nature of the wealth management industry and its client base.