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Philippines Wealth Management Forum 2019 - Highlights - Angel Marie L. Pacis

Angel L. Pacis

Founder, President

KnowledgeLinks Wealth Solutions

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

    For the longest time the focus has been on asset management, basically investments. But now there's actually an appreciation from the clients for structuring. They're beginning to understand that the investments follow the structure. So I think the next differentiator for financial institutions will be those who are able to provide honest-to-goodness advisory to their clients.