Helping Asian Wealth Management Communities interact

Digital Wealth Asia Forum 2019 HK - Highlights - Johanan Thomas

Johanan Thomas of Refinitiv

Nov 29, 2019

Jump to section:

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

Video transcript

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

First and foremost, it's from the advisor's perspective, I think the challenge, currently, they face is providing the right advice to the right client at the right time. Now RMs have wide range of clients who have very different investment preferences, and the RM needs to be able to identify the right advice to provide to these clients. I think the opportunity here is enabling an environment that brings customer and market data together to identify those specific personalised advice that can be given to clients.

More videos from Johanan Thomas, Refinitiv

Latest Articles

Latest News