Finding Opportunities in a Low Interest Rate World

The video discusses the challenges and opportunities in managing ultra high net worth clients, focusing on investment strategies, market uncertainties, and the importance of diversification. It highlights the impact of political factors and industry trends on wealth management, emphasizing the need for a global approach. The discussion also covers competition and business models, defining high net worth and addressing sector challenges.

What are some characteristics of ultra high net worth clients?

How do current interest rates affect investment strategies for high net worth individuals?

What role does diversification play in managing investments for high net worth clients?

What challenges do investors face in the current market environment?

How is the ultra high net worth market expected to change in the next 30 years?

What is the significance of the $16 trillion expected to transfer between generations?

What factors contribute to the increased competition in the wealth management industry?