Three initiatives to develop a financial adviser’s business
By Mark Battersby, 1 Jun 16
In the first of a series of insights from financial advisers across the world, David Pugh, director of The Fry Group, Singapore, sets out three initiatives he is taking to build the business along best practice lines.
Pugh, who is CFPTM and Chartered MCSI qualified, has been living and working in Asia for over 8 years and is responsible for The Fry Group’s activities in the region. He is designated chief executive officer and chief risk officer.
A highly experienced adviser with over 19 years’ industry experience, he currently manages a portfolio of 50 private clients. He says he is committed and passionate about raising standards and transparency of the Financial Advisory industry in South East Asia.
He holds the internationally recognised CISI Advanced Financial Planning Certificate, the CFA Society Investment Management Certificate (the most widely recognised qualification of its kind in the UK) and is a chartered member of the Chartered Institute for Securities and Investment.
He specialises in working with clients to design individual, bespoke financial planning strategies aligned to their personal goals and aspirations.
Prior to his move to Asia, Pugh was employed by the well-known UK wealth management business Hargreaves Lansdown as a financial practitioner responsible for Central London.
Pugh says he is using a number of key principles to evolve the business model:
“At The Fry Group, Singapore, we are focused on providing high net worth UK expats with tax-led financial advice built on transparency and professionalism. The way we characterise that internally is TLC (Transparency, Liquidity and Cost-effectiveness) and it manifests across a number of key initiatives driving our business development today.”
Click through the slides above to see which key initiatives he is taking forward and implementing to build a better business.
Tags: Singapore | The Fry Group
