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Indian Wealth Management Forum 2019 - Exclusive Insights - Philip Story

Philip Story

SEO & Head of Distribution, EMEA

Investors Trust

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Read the transcript here

  • 1. What does it mean today to ‘add value’ to a client?

    Adding value, for us, is being able to offer something different - a different type of solution for the clients here based in India. We've seen, over the last few years, as we're growing the market here, that many of our partners have said that the home bias is massive. We're trying to offer something that takes away some of that from the home bias, so moving some of that money offshore, meeting the goals and the aspirational needs of those clients for universities overseas, maybe a retirement overseas, etc.