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Indonesian Wealth Management Forum 2019 - Exclusive Insights - Simon Lints

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1. What do you need to do to be a successful wealth manager today?

Video transcript

1. What do you need to do to be a successful wealth manager today?

Recognising you can't be all things to all men. I think there's a certain level of specialism required, expertise, experience, and a real commitment to the marketplace. I think a lot of players spread themselves very thinly and don't have the level of expertise, knowledge, and are very much product driven, bottom line driven, rather than relationship driven; trying to build those connections for the longer-term. So, I think to be successful you have to take a longer-term view on building client relationships and less short-termism.

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