A KEY PLAYER
David Knights, Investors Trust’s Head of Distribution Asia, shines a light on the company’s expansion in the region
A KEY PLAYER
Investors Trust has emerged as a frontrunner in the Asian market with an extensive product offering. Gary Robinson quizzes head of Distribution Asia David Knights to establish what lies behind this success story
Investors Trust established its presence in the Asia Pacific region back in 2008 with the opening of its Hong Kong service point to support distributors in the region. Since then, ITA has continued to expand its business throughout Asia extending its reach into parts of South East Asia.
In 2012, Investors Trust acquired a Labuan license to service clients in Malaysia and, shortly after, opened an office in Kuala Lumpur, which has grown to be its largest location with roughly 40 employees available to service the region, as well as, support the business globally.
Investors Trust provides a range of competitive savings and investment vehicles exclusively through independent advisers and wealth managers in chosen markets.
Apart from providing well-priced fund linked savings plans and lump sum investments, Investors Trust has seen great success throughout Asia with its offering of capital-protected savings solutions.
The wide range of possibilities provided by Investors Trust attracts investors as well as financial advisors, who are both looking for more variety and optimal flexibility.
Investors Trust has emerged as a frontrunner in the offshore industry by providing an extensive product offering paired with modern technologies and world-class customer support.
“We have built a name for ourselves not only in the Asia Pacific region but around the globe due to our focus on high-quality, flexible solutions, cutting edge technology platforms and superior, multilingual customer service. We are a progressive company with an in depth understanding of the industry,” says David Knights, head of Distribution Asia.
Clients and Financial Advisers alike embrace the technical instruments ITA has incorporated.
Investors Trust was the first company in the industry to offer an interactive account access portal for investors and advisers to manage their investment portfolios. The platform includes enhanced features to calculate projections and report portfolio status for further control and oversight of individual investments.
Investors Trust products and platforms are fully supported in seven different languages (English, Spanish, Portuguese, Russian, Chinese Simplified, Chinese Traditional and Japanese) making it more accessible to non-English speakers; thus, more competitive globally.
The importance of
expansion in Asia
The Asia Pacific region has been an important market for Investors Trust since the early 2000s and continues to account for a considerable proportion of the company’s global business with approximately 40% of its sales coming from the Asian region.
The region has some of the world’s fastest growth rates in numbers of high net worth individuals along with a rapidly increasing mass affluent population who are target consumers for Investors Trust products and services.
“We also see the expatriate market in the region continuing to be attractive and we have been actively growing our support from this segment in recent years,” says Knights.
“However, we do not view this solely in terms of the more traditional UK, Antipodean or European expat markets as in many parts of Asia there are now equally significant numbers of Asian expats working abroad including Chinese, Japanese and Koreans.”
“We are excited to launch some structure changes and new enhancements to the company that we believe will make our products and services even more attractive to international financial advisers and their clients”
David Knights, Investors Trust
Situated for success
Not only does its multilingual offering and support appeal to a wide range of clients from all nationalities but Investors Trust has also built an experienced and skilled regional team in terms of sales, marketing and customer service which enable advisers to communicate directly with the company and, ultimately, better serve their clients.
As advisory businesses mature, advisers might find that they have clients located all around the globe which can usually make the transfer of accounts quite challenging.
However, with Investors Trust electronic applications and paperless systems, acquiring business from different regions is now easier than ever.
With the highest level of security at its core, not only is Investors Trust supporting green initiatives by eliminating paper trails but its exceeding the competition and transforming the way people manage their investment business.
Knights adds: “We are always forward-thinking and evolving our business to stay aligned with regulatory and market developments.”
With an advanced method of offering investment solutions and an electronic platform for business transactions, Investors Trust is positioned to evolve with the industry and any changes it may bring.
The cutting-edge technology makes it easy to adjust and adapt to regulatory changes and market initiatives.
“We are excited to launch some structure changes and new enhancements to the company that we believe will make our products and services even more attractive to international financial advisers and their clients. You’ll want to keep an eye out for these improvements coming out later in the year,” Knights concludes.