#4. Quinntessential Questions with Chiara Bartoletti, COO: Building a Multi-Family Office in Singapore
I had the pleasure of sitting down with Chiara Bartoletti, COO at Eightstone Multi-Family Office. She shares her career journey, how the business was formed and the approach to the regulatory framework that is required to run an established MFO in Singapore. We learn what sets them apart as a Wealth Manager as they look to grow their presence in Asia.
Guest Bio
As Chief Operating Officer of Eightstone Oclaner, Chiara is responsible for the day-to-day operating activities of the company. Eightstone Oclaner is the result of a merger of equals between Eightstone Pte Ltd and Oclaner Asset Management Pte Ltd which took place in October 2019.
Minutes
00:00 - Intro
03:30 - Chief Operating Officer (COO)
04:25 - Forming of the Partnership
06:38 - COVID
10:03 - Journey to Singapore
17:00 - Working with Family
20:16 - Family Office Regulations
25:31 - Infrastructure
28:31 - Growth Plans
35:23 - Client Onboarding
36:43 - Development of Family Offices
39:41 - Discretionary Portfolio Management
42:50 - The Business Model
44:26 - Future of the Business
46:08 - Compensation
51:36 - Skin in the Game
54:53 - Becoming the COO
58:08 - Transformation & Artificial Intelligence
1:07:03 - Association of Independent Wealth ManagersBehind-The-Scenes
Transcript