Philippines Wealth Management Forum 2019 - Exclusive Insights - Albert S. Yeo - 2
Albert S. Yeo
BDO Private Bank
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The family office is one thrust that I want to focus on this year. Digitalisation has been ongoing for the last six months, and going forward I think transparency is very crucial to gain the trust of the clients. You need to give them access to the latest information - instead of them hearing from somewhere else, I'd rather have my people telling the client what affects their investment. We want to know what keeps them up at night. Family structuring is very important. Digitalisation is key to givingferre them the latest information that affects their wealth or their wellbeing. We want to be their adviser. I have people come up and say, "Do I lease or buy a car?" That's a great compliment because now I am his adviser, not only in the investment side. That's what we strive to be.