Helping clients create suitable investment portfolios

Paul Hodes of Citi Private Bank

Jun 22, 2017

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In a video interview, Paul Hodes of Citi explains how the bank selects the right products for its clients as part of a consistent investment process to build robust portfolios that have the highest chance of out-performance.

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1. How do you select the right products for your clients?

2. Do clients think about risk as much as they should?

3. What's the role of funds in a client portfolio?

4. Can you prove that you deliver out-performance for your clients? Or is that not the priority?

5. Do you think the investment process and product proposition are overly complicated?

Video transcript

1. How do you select the right products for your clients?

2. Do clients think about risk as much as they should?

3. What's the role of funds in a client portfolio?

4. Can you prove that you deliver out-performance for your clients? Or is that not the priority?

5. Do you think the investment process and product proposition are overly complicated?

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