Holistic Advice, Bespoke Structuring and the Expanding Role of the Independent Manager - Rockstead Capital

Our Founder and CEO, Lester Tay, sat down with Hubbis to share his perspectives on the evolving wealth management landscape and Rockstead Capital’s approach to serving increasingly sophisticated client needs.

In the interview, Lester discusses how the independent wealth management model continues to gain traction in Asia, driven by demand for more holistic, open-architecture solutions that go beyond traditional product-led advisory. He highlights the growing importance of integrating investment management with broader considerations such as structuring, succession planning, and cross-border wealth needs.

Lester also shares how Rockstead is positioning itself within this evolving ecosystem, combining investment expertise, bespoke portfolio construction, and a client-centric approach to deliver tailored solutions across public and private markets. He touches on the role of technology and AI as internal enablers, enhancing efficiency and decision-making while preserving the importance of human judgment and relationships.

Looking ahead, the discussion explores key structural trends shaping the industry, including the increasing relevance of frameworks such as the Variable Capital Company (VCC), and the broader shift towards more proactive and integrated wealth planning.

Read the full article on Hubbis here: https://backoffice.hubbis.com/article/rockstead-capital-holistic-advice-bespoke-structuring-and-the-expanding-role-of-the-independent-manager

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