Asian Wealth Solutions Forum 2019 - Highlights - Marcus Leese

Marcus Leese of Ogier

Nov 13, 2019

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1. What are the opportunities and challenges for this industry?

Video transcript

1. What are the opportunities and challenges for this industry?

The real opportunity in wealth solutions is the chance to build a true relationship with the client. It's not transactional. It's not based on a single product. It's about building a relationship over a substantial period of time and playing a role in the development of a client's financial plan, but also their wider plan for succession, for asset protection and those life issues related to their overall family and their overall goals.

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