Waterfield Advisors - giving trusted advice to family owned businesses

View Article

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.

Jump to section:

1. When did you start Waterfield Advisors and what do you stand for?

2. What are some of the challenges that old wealth and new wealth might have today?

3. Is it possible for you to scale this business?

4. The words trust and advice are massively overused in wealth management - what do these words mean to you?

5. What motivates you to behave in this way?

6. What are your main priorities for the year ahead?

7. How would you explain your key differences?

Video transcript

1. When did you start Waterfield Advisors and what do you stand for?

2. What are some of the challenges that old wealth and new wealth might have today?

3. Is it possible for you to scale this business?

4. The words trust and advice are massively overused in wealth management - what do these words mean to you?

5. What motivates you to behave in this way?

6. What are your main priorities for the year ahead?

7. How would you explain your key differences?

Latest Articles

Latest News