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19 Feb 2025
Wealth Management
Banking
APAC
Episode 16: Understanding Today's Wealth Management Clients
Andreas Mettenberger, Managing Director and Head of Hong Kong at Synpulse
In this episode of the PULSE Check podcast, Andreas Mettenberger, Managing Director and Head of Hong Kong at Synpulse, joins our host Salomon Wettstein to discuss the evolution of value propositions in wealth management.
Key discussion points include:
• Defining the value proposition: Product offerings and differentiating factors that wealth managers provide.
• Technology as an enabler: The crucial role of technology across the entire client journey.
• Client segmentation and holistic data: Challenges of traditional AUM-based segmentation and opportunities for universal banks.
• Data-driven personalisation: Leveraging client data to understand needs and provide tailored recommendations.
Tune in to Episode 16 for insights into the evolving landscape of wealth management and the future of personalised financial services.
Our Experts In This Topic
OUR EXPERT
Salomon Wettstein
Managing Partner, CEO Synpulse8
Salomon leads Synpulse’s North Asia market and serves as Co-CEO of Synpulse8, driving growth strategies, business transformation, and digital innovation across APAC, Greater China, and global markets. As sponsor of PULSE8.ai, he champions agentic AI to accelerate digital transformation and deliver next-generation solutions.
OUR EXPERT
Andreas Mettenberger
Managing Director and Head of Synpulse Hongkong
Andreas, Managing Director and Head of Synpulse Hong Kong, serves as APAC Lead for Private Banking & Wealth Management. He drives advisory proposition design and Aladdin implementations and leads digital transformation across the advisory value chain. He has defined target operating models and core banking platforms for regional private banks and holds degrees from the University of St. Gallen.
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1-min read • 19 Feb 2025
Wealth Management
Banking
APAC
Episode 16: Understanding Today's Wealth Management Clients
Andreas Mettenberger, Managing Director and Head of Hong Kong at Synpulse
In this episode of the PULSE Check podcast, Andreas Mettenberger, Managing Director and Head of Hong Kong at Synpulse, joins our host Salomon Wettstein to discuss the evolution of value propositions in wealth management.
Key discussion points include:
• Defining the value proposition: Product offerings and differentiating factors that wealth managers provide.
• Technology as an enabler: The crucial role of technology across the entire client journey.
• Client segmentation and holistic data: Challenges of traditional AUM-based segmentation and opportunities for universal banks.
• Data-driven personalisation: Leveraging client data to understand needs and provide tailored recommendations.
Tune in to Episode 16 for insights into the evolving landscape of wealth management and the future of personalised financial services.
Our Experts In This Topic
OUR EXPERTSalomon Wettstein
Managing Partner, CEO Synpulse8
Salomon leads Synpulse’s North Asia market and serves as Co-CEO of Synpulse8, driving growth strategies, business transformation, and digital innovation across APAC, Greater China, and global markets. As sponsor of PULSE8.ai, he champions agentic AI to accelerate digital transformation and deliver next-generation solutions.
OUR EXPERTAndreas Mettenberger
Managing Director and Head of Synpulse Hongkong
Andreas, Managing Director and Head of Synpulse Hong Kong, serves as APAC Lead for Private Banking & Wealth Management. He drives advisory proposition design and Aladdin implementations and leads digital transformation across the advisory value chain. He has defined target operating models and core banking platforms for regional private banks and holds degrees from the University of St. Gallen.