Independent Wealth Management Forum 2019 HK - Exclusive Insights - David Schmid

David Schmid of Leonteq Securities

Oct 28, 2019

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1. How can Independent Asset Managers differentiate themselves?

Video transcript

1. How can Independent Asset Managers differentiate themselves?

Being independent, they can really source the best products, the best services for the client. And that by default gives them an advantage to, probably, a bank with their own internal offerings and services, which sometimes are also limited because nowadays a bank, a private bank, they cannot be best in class on all the offerings to the client. So, for example, with structured products, an independent asset manager can source the best product, the best service, the best idea, and then bring this to the attention of the client. And often these independent asset managers, if they are really on top of the curve, they can come up with new ideas, new solutions, which are not products normally from the shelf. I'm now speaking, obviously, as a representative from the structure product industry, and here I would say, being independent allows you really to find the best solution, the best product, and not just products from the shelf.

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