La gestión de patrimonios está colmada de conflictos de intereses. ¿Cómo cambiar el modelo?
Un modelo basado en honorarios incentiva a los gestores de patrimonios a cumplir con su deber fiduciario en lugar de perseguir comisiones lucrativas.
Gregory Van is Chief Executive Officer of Endowus, Asia’s leading digital wealth platform. Endowus’ mission is to democratise wealth management for all and empower everyone to invest better to live easier today, and better tomorrow.
As CEO, Greg is responsible for driving the company’s growth and strategic execution. He began his career in investment banking at UBS, advising and fundraising for private equity and venture capital firms in the Asia Pacific region. Greg then joined Grab in its early days and was part of the pioneer team that launched the firm’s digital payments services across Southeast Asia.
Today, Greg is leveraging his unique expertise at the intersection of finance and technology to empower all investors with greater access to expert advice and institutional-quality products at low, fair fees – leveraging technology to do this at scale
Greg believes that the biggest asset an investor has is time, and is singularly focused on helping clients efficiently maximise their time to achieve financial wellness. An alignment of incentives by being fee-only, coupled with personalising and automating the wealth management process, provides every investor with the highest probability of success in reaching their wealth and life goals.
Greg has been awarded the “CEO of the Year” for the Singapore market at Asia Asset Management’s Best of the Best Awards 2023 for two consecutive years.
Un modelo basado en honorarios incentiva a los gestores de patrimonios a cumplir con su deber fiduciario en lugar de perseguir comisiones lucrativas.
The 'fee-based' model – as pioneered in mature financial markets – encourages wealth managers to uphold their fiduciary responsibility, instead of chasing lucrative commissions
Wealth managers must level the playing field and close the investment gap to ensure that a viable financial future is not limited to a privileged few.