Helping Asian Wealth Management Communities interact

Asian Wealth Solutions Forum 2019 - Highlights - Anuj Kagalwala

Anuj Kagalwala of PwC

Nov 13, 2019

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1. What are the opportunities and challenges for this industry?

Video transcript

1. What are the opportunities and challenges for this industry?

I guess, firstly, as a wealth advisor you need to be quite well-rounded. You cannot be just focusing on the investment side of discussions, and the clients are looking for a broader conversation. So, if you are not going there with the broader conversations and providing the wider solutions, wealth solutions, you are going to be out of business. So the long and short of it is that the wider the conversations, the more value that you think you can add to the clients in your conversations, the better it is for you.

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