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Independent wealth firms - getting the investment process right

Justin Kendrick, Co-Founder and Head of Investment Solutions, Ingenia, talks about the challenges faced by independent asset managers and how can they overcome those challenges.

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

  1. How do many independent wealth management firms structure their clients' investments?
  2. Any other comments?
  3. What potentially is the best way to manage the investment process?
  4. What are many of the challenges that they would face today?
  5. What can you at Ingenia do to help?