Helping Asian Wealth Management Communities interact

Asian Wealth Solutions Forum 2019 - Highlights - Lee Wong

Lee Wong of Lombard Odier

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've been teaching, quite a bit, the IBF certification courses. For groups and groups of bankers, my starting point to them is that, in the journey ahead of us, the markets go up, the markets go down. If the only conversation you can have with a client is in relation to what you can sell them and what they can invest, you're never going to be able to build a broad-based, deep relationship with a client, which may present opportunities that you may not discover, because you're not having that kind of discussion. So understanding the wealth solutions space and having a broader perspective in relation to issues that are more intimate to the client allows you opportunities to build stronger, more robust relationships.

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