Wealth management, financial services, and human capital solutions

As advisers not consultants, we help our clients to action. From tailoring an advisory process to suit each client, or developing leadership and change capability, we partner with you to unlock the full potential of your franchise. We help develop your most important assets. Your people and your client relationships.

Our clients benefit from 888 Advisory’s international expertise, deep understanding of Asia’s financial services industry, client needs, and human capital challenges. Tying these threads together, we collaborate to solve people and client challenges through real-world experience, and unique insights, delivering solutions that reflect market, people, and end-client needs.

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Bespoke Wealth & Financial Advisory
Delivering a compliant, but tailored investment advisory experience to become ‘the go-to-adviser' for clients.

Our Expertise

Client journeys remain far from what they could be. Most are designed to deliver a uniform experience. In the future, the successful adviser will be different. They will deliver client experiences customised to the clients’ backgrounds, personal styles and preferences. Through the application of neuroscience and natural language preferences, aligned to the regulatory advisory process, we help clients take their already successful advisers to new levels of achievement and client satisfaction.

Sustainable Finance & Impact Investing
When done well, screening of private investments, structuring fund management, governance and reporting ensures family’s objectives are always met.

Our Expertise

Sustainable finance and impact investing represents a unique opportunity to enhance returns and simultaneously have positive societal impact.

The successful investor needs to partners with national or local government, sovereign wealth funds, family offices, and development finance institutions. To partner with and assure sustainable relationships the investor needs to understand the ‘capital stack’, suitable financial instruments and appropriate derisking tools.

We help clients develop bespoke strategic asset allocation and risk management frameworks that reflects each family’s impact investing objectives.

Partnering with the Next Generation
Evolve and reinvent Next Gen services to deliver unique products & services.

Our Expertise

Often, the Next Generation is served as a homogeneous group. Viewed through the prism of age and, or AUM. As such services are often uniform across the clients' advisers and wealth managers. For the Next Gen, personal goals matter and vary widely. They include assuming the role of family CIO, becoming a self-directed philanthropist, managing the family business, or becoming an entrepreneur. With this backdrop, a single uniform approach isn’t enough. Partnering with clients we help better segment and bring to bear full organisational capabilities; surface existing external relationships to deliver new services and convert the Next Generation into advocates and clients.

Family Business Succession Planning
Successful transition to the next generation and ensuring ongoing family stewardship.

Our Expertise

Family-owned companies grow over many years and as such, their needs become more complex. Key succession questions include: is it appropriate to transfer leadership within the family? What should the company's future look like?  Should a solution outside the family be a consideration? Crucial factors for successful succession include not only business leadership but also family emotional support. We assist the family with end-to-end succession planning, candidate selection, and maintenance of family harmony to ensure a seamless transition to the next generation of leaders.

Family Purpose & Family Values
Preserving and sustaining wealth through the establishment of family purpose & values.

Our Expertise

Family values and purpose establish the principles family members live by. They lie at the heart of the family’s history and provide cross-generational and family cohesion. When missing the result can be a siloed approach to wealth preservation and management, undoing many years of hard work. With a methodology that ensures universal adoption, we help families craft their purpose and values and define what these mean to each family member.

Family Governance & Wealth Preservation
Four challenges, three questions, two crucial communication channels ensure wealth protection for generations to come.

Our Expertise

Where to begin when developing a family strategy is difficult. Who has the professional skills appropriate to good governance and can also manage the family process?

Applying the rule of three ensures ownership, adoption, and a lived framework that preserves family wealth. The first step is ‘fair process’. Developing the governance has to be managed in an open-minded and independent manner. Secondly, time. The process should not be limited to a specified duration. It takes each family as long as necessary to achieve excellence results together. Thirdly communication. The results should be recorded, shared with the family and key advisers, and has implemented through family assemblies, boards, and the appointments process.

With expertise in corporate governance, wealth management and facilitation, we partner with clients on this journey, helping them to design and implement change and the ongoing communication necessary to improve the chances of survival.

How we work
  1. Define the problem statement: preparing and, or advising you on the problem statement, and assisting you in defining what success looks like.
  2. Analyse the variables: complete a picture of factors that could be contributing to the current outcome that is exhaustive in nature, but simple by design.
  3. Test the data: partner with you and review the variable data. Work with you to draw distinctions between connected, correlated, and causal aspects of the problem.
  4. Design Minimum Viable Product: with you having prioritized causal and significant correlated variables, design a workable solution, test and succeed, or test, fail fast and iterate to improve.
  5. From MVP to Launch: using scale, scope, and speed work with you to design the final solution including content, faculty, communication and stakeholder engagement plan to assure successful implementation.
  6. Evaluate and Learn: test the result, recalibrate the data and outcomes, quantify learning and ensure a feedback loop is in place for future improvement.