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Independent Wealth Management Forum 2019 HK - Highlights - Joe Alim

Joe Alim of Cult Wines

Oct 28, 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?

Without working directly in the wealth management industry, I think, in my experience of doing business with the same type of clients, is that I think that certainly over the past two or three years, it's quite obvious that investors here are looking for a bit more of a bespoke service and a bit more tailored service away from maybe the traditional, larger institution. I think the opportunity for wealth managers and asset managers here is to really listen to that and, I suppose, make sure that interests are completely aligned with their investors; that's from everything from looking at maybe slightly unusual products that are different from the traditional financial products and maybe tailoring an approach to each individual client.

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