Video Highlights - Independent Wealth SG 2019 - Philipp Piaz

Philipp Piaz of Finaport

Apr 16, 2019

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1. What are the opportunities and challenges for the year ahead?

Video transcript

1. What are the opportunities and challenges for the year ahead?

Some of the challenges that continue to stick around are really to raise awareness for what we are, what we do, not only as a firm but also as an industry. The awareness with bankers is one of the things we really, really need to tackle, that there is a clear understanding of what we are about, what this industry is about, what kind of opportunities we can offer to bankers, to try and set up their own shop, to join us as a firm that has been around for 10 years. There's plenty of these things which the bankers are currently unhappy the banks don't know yet or have a misconception about. The second ongoing initiative I surely need to address is the awareness of clients who are not sufficiently aware of the offering of firms outside of the banks when it comes to financial investments.

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