Responding to client needs through long-term portfolio management

  • Jul 28, 2017
  • 04:58

In a video interview, Rohit Bhuta of Crossinvest explains the value proposition of the firm in Asia, as well as how it delivers value and performance to clients.

You can also click on the individual questions below to jump to that section.

  1. Who is Crossinvest?
  2. Which types of clients do you have, and what products and services do you offer them?
  3. How do you deliver value and performance to your clients?
  4. Why would a client choose to use a small, independent wealth manager as opposed to a mainstream private bank?