Last month, our Head of Advisory, Dr Ruzhen Li, presented at the esteemed Elite Summit 2022.
The event, a leading private wealth management forum, took place between 7-9 November at the Fairmont Le Montreux Palace, in Switzerland. It brought together Europe’s leading family office and private wealth investors with the most renowned investment solution providers, in an intimate environment for compelling discussion.
Dr Li, whose talk titled ‘Trusted advisor: Delivering a tailor-made service to promote long-standing client relationships’, explored the factors evolving the professional services landscape, from the rise in technology and automation, to the growing complexity of client situations.
Becoming a client’s trusted adviser is based on transparency and authenticity, underpinned by professionalism and expertise. Ruzhen shared best practise in gaining a client’s engagement and trust; a steadfast commitment at the heart of Enhance.
Find out more about the event here.