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Indian Wealth Management Forum 2019 - Highlights - Philip Story

Philip Story

SEO & Head of Distribution, EMEA

Investors Trust

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Read the transcript here

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

    We've been looking at what clients are looking for and demanding nowadays, those mass affluent and high net worth clients. What we've seen, I suppose, in the market, from the India perspective, is that clients are now looking to diversify a lot more. They're looking at new asset classes, but they're also looking more offshore. There's obviously challenges with that, (namely) how do you get the money offshore? What sort of partners you tie up with? So, it's making sure you get the right partner to tie up with that has the right solutions for you, but also to make sure that it's done in the right way to meet all of the regulatory requirements, as well.