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Independent Wealth Management Forum 2019 HK - Exclusive Insights - Keith Wong

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1. What expectations do clients have from you today?

Video transcript

1. What expectations do clients have from you today?

Clients comes to us for holistic wealth management. So, they want to learn something different from what they get from the mainstream financial institutions, such as basically on the financial assets. So we provide them with alternative investment solutions; we can also offer them with real asset investments, property development types of funds, private equity, venture capital, private debt, real assets like jewelry, gemstones, forestry liquor, fine wines, different types of investments that they can also enjoy at the same time. Apart from that, we also offer them protection solutions in terms of various kinds of insurance. We also offer them, as a family office, family constitutions, governance ideas. So, it really depends on what the client asks us, so there's no set solutions for clients for us. It's all about our experience, how we share our experience with our clients, and how we work together to find a solution that's appropriate for the situation.

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