Putting the customer first

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In a video interview, Rainer Michael Preiss of Taurus Family Office discusses how the industry is moving back to being customer-centric and co-operating with third parties to best serve its clients and refine its value proposition.

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1. What can we do as an industry to refine the value proposition that we provide to the clients?

2. How should independent firms decide what type of business they want to be in and why?

3. What are the opportunities to collaborate in a much more tangible and meaningful way?

4. Where will Asia’s independent wealth management industry be in 2020?

5. What is your priority when it comes to investing in digital and technology?

Video transcript

1. What can we do as an industry to refine the value proposition that we provide to the clients?

2. How should independent firms decide what type of business they want to be in and why?

3. What are the opportunities to collaborate in a much more tangible and meaningful way?

4. Where will Asia’s independent wealth management industry be in 2020?

5. What is your priority when it comes to investing in digital and technology?

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