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Independent Wealth Management Forum 2019 HK - Exclusive Insights - Harmen Overdijk

Harmen Overdijk of Capital Company

Oct 28, 2019

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1. Delivering investment products and advice to clients – How can you differentiate yourself?

Video transcript

1. Delivering investment products and advice to clients – How can you differentiate yourself?

I don't think you can differentiate yourself. We as a firm, we focus purely on discretionary portfolio management. That's a choice we made. We offer a wide range of investment choices, but so do a lot of other firms. Where you can really differentiate yourself is how you advise those services and those investment portfolios to your clients. That is still the problem in Asia. I don't think access to investment products or services is the problem.

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