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Independent Wealth Management Forum 2019 HK - Highlights - Philipp Piaz

Philipp Piaz of Finaport

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?

The opportunities and challenges, as I mentioned earlier in the panel discussion, for us are really to pick up clients where the banks cannot deliver, simply because of size, scale, and lack of time to really focus on the client and listen to them; what they really want and need. We have nothing to sell. We're there to find a solution for the client. We're there to generate the best outcome of their given situations. Being independent, we have that luxury that we don't owe anything to anyone other than the client. It's the market, the client, and us, with very little or no pressure from anyone else to basically fulfill targets or sell things or do whatever may be detrimental to the client, but good for us. We are not in that space.

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