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Asian Wealth Solutions Forum 2019 - Highlights - Ian Kloss

Ian Kloss of Quilter International

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?

To some extent, the challenges in the industry are remaining relevant. And there's been a great panel discussion or two this morning already about how wealth transformation, and the industries actually following that requirement. So, client demands changing transparency is a key driver in the methodol-ogy behind these solutions. And I think if you aren't actively practicing development in either the quali-ty of the advice, the nature of the products and solutions you recommend, if you're not constantly in-vesting in your own ability to solve some of these problems for clients, you will be left behind. And that is equally relevant for anyone at a private bank, anyone in the insurance industry, anyone in financial services. You have to invest in your own understanding of what's out there, and continually try and recommend everything from creative solutions on legacy planning to long-term views, as opposed to short-term economic return for solutions for clients. So, you have to play the long game and you have to look at where you are now and where you're going to be in five years to remain relevant.

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