What are the opportunities and challenges for the year ahead? - Agnes Shea

Agnes Shea of Leonteq Securities

Mar 19, 2019

Agnes Shea, Co-Head Private Banking Sales Asia at Leonteq Securities discussed the wealth management opportunities and challenges for the year ahead.

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1. What opportunities and challenges do you see for the year ahead?

Video transcript

1. What opportunities and challenges do you see for the year ahead?

Definitely some of the challenges beyond the market environment. It is the type of challenge that, whether the client is willing to take on the amount of risk that they agreed to take on originally. So, for example, the RM might be telling the client this is the amount of risk that you're going to be taking, but when really market downturns and it's not performing accordingly, are they willing to accept that type of risk? I think that's one thing that's from the educational perspective and whether the client is willing to learn. That's one challenge that I realize we've been facing in the wealth management industry.

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