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Independent Wealth Management Forum 2019 HK - Highlights - Joshua Rotbart

Joshua Rotbart of J. Rotbart & Co.

Oct 28, 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?

There are a lot of opportunities now for the private wealth industry. First of all, there is still a lot of wealth creation, in general and in this region in Asia specifically. That's on one hand. On the other hand, clients, the affluent clients are looking for more bespoke solutions and bespoke advice on what to do with their wealth, rather than one size fits all or just general advice or whatnot. So, they really want to be taken care of in person.

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