Citi Private Banking Global Head Liu on Market Outlook

Citi Private Banking Global Head Liu on Market Outlook

Assessment

Interactive Video

Business

University

Hard

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The video features a discussion with Idlo, the global head of private banking, on investment trends among high net worth clients. Key themes include the importance of geographic diversification, especially in Asia, and opportunities in digitization, healthcare, and ESG. The impact of COVID-19 on client interactions and the growing role of women in wealth management are highlighted. The conversation also covers global economic shifts, particularly in China, and the significance of ESG. The next generation's involvement in finance, tax implications, and interest in cryptocurrencies are also discussed.

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4 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What strategies are being recommended to clients to manage cash that is currently sitting on the sidelines?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

In what ways has digital engagement transformed client communication during the pandemic?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What trends are emerging in the interest of younger generations towards investment and finance?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

How do clients perceive cryptocurrencies as part of their investment strategy?

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