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This article first appeared in The Edge Financial Daily, on May 7, 2018.

KUALA LUMPUR: There is an urgent need for more holistic planning solutions in Malaysia’s wealth management industry, said wealth management firm Harveston Financial Group executive director Phang Kar Yew.

According to Phang, the term wealth management in Malaysia is often perceived as investment advisory services.

However, wealth management is more than just investment, encompassing retirement planning, life and health insurance, education funding, tax planning, estate planning and succession planning.

This article first appeared in Personal Wealth, The Edge Malaysia Weekly, on May 14, 2018 - May 20, 2018

There is an urgent need for more holistic planning solutions in Malaysia’s wealth management industry, said Phang Kar Yew, executive director of wealth management firm Harveston Financial Group.

According to Phang, the term “wealth management” in Malaysia is often perceived as investment advisory services. However, wealth management is more than just investment; it encompasses retirement planning, life and health insurance, education funding, tax planning, estate planning and succession planning.

“This misconception happens among most Malaysians because the majority of the wealth management practitioners in Malaysia — agents, consultants and private bankers — only focus on investment products. In fact, more than 90% of them are not offering a holistic approach to wealth management and not addressing the overall needs of their clients,” he said at the 2018 Harveston Wealth Management Conference media briefing.

編號:340-CoverIII

標眉:焦點話題三

大標:專業會計師到保險理財顧問
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