Service excellence in the independent wealth management industry

View Article

Anthonia Hui, CEO of AL Wealth Partners, discusses what service means to her as an independent wealth manager.

Jump to section:

1. Did you regret setting up this business ten years ago?

2. Is there anything you would have changed?

3. Are independent wealth managers more relevant than ever?

4. Do you have a solid investment structure and processes?

5. What does the word independent mean to you?

6. What are your priorities for the next ten years?

7. How are you helping your clients?

Video transcript

1. Did you regret setting up this business ten years ago?

2. Is there anything you would have changed?

3. Are independent wealth managers more relevant than ever?

4. Do you have a solid investment structure and processes?

5. What does the word independent mean to you?

6. What are your priorities for the next ten years?

7. How are you helping your clients?

Latest Articles

Latest News