Addressing industry pitfalls through enhanced transparency and compliance

Rohit Bhuta of 

Oct 16, 2017

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In a video interview, Rohit Bhuta of Crossinvest discusses transparency as among the issues facing the wealth management industry, and looks at how to help the independent segment grow more quickly.

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1. What are some of the changes we are seeing in the wealth management industry today?

2. To what extent does there need to be more transparency in wealth management?

3. Why has the growth of independent wealth management firms in Asia been slower than some people expected?

4. Why has it been relatively difficult to attract high-quality RMs from private banks to join independent firms?

Video transcript

1. What are some of the changes we are seeing in the wealth management industry today?

2. To what extent does there need to be more transparency in wealth management?

3. Why has the growth of independent wealth management firms in Asia been slower than some people expected?

4. Why has it been relatively difficult to attract high-quality RMs from private banks to join independent firms?

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