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Giving trusted advice to family businesses

Soumya Rajan, Managing Director and Chief Executive Officer, Waterfield Advisors, tells Hubbis of the gaps in the Indian wealth management model that were the catalyst for her team to start Waterfield Advisors.

Holistic conversations will drive better outcomes for clients

Soumya Rajan, Managing Director and Chief Executive Officer, Waterfield Advisors, tells Hubbis why the need for wealth management will never go away, but the nature of relationships between clients and wealth managers will have to change.

Reengineering the platform for future growth

Anshu Kapoor, Head, Private Wealth Management, Edelweiss, talks about the performance of the firm in 2017 and how they are leading the wealth management industry in India with their cutting edge and innovative solutions.