Chad Philips From Standard Bank: South African Insights and Investment Planning Strategies
Chad Philips From Standard Bank: South African Insights and Investment Planning Strategies
Are you curious about the latest insights into the financial landscape of Southern Africa? Then look no further!
In this video, David sits down with Chad Philips from Standard Bank to discuss his latest trip to South Africa. They cover a range of topics from the number of trips Chad makes to South Africa in a year to how he works with professionals on the ground. Chad also shares valuable insights into what drives initial discussions with clients and why planning ahead is crucial when moving to the UK.
Plus, they delve into how a bank owned trust company can provide comfort to clients and chat about the recent Jersey Finance Roadshow in South Africa. If you're interested in the outlook for 2023, stay tuned until the end. Watch now to learn more and don't forget to like, share, and subscribe for more informative videos.
In this interview they also cover:
Discussion of Chad's latest trip to South Africa
How many trips into South Africa are you making over a year?
What do you see with clients in different parts of Southern Africa?
How do you work with professionals on the ground?
What drives initial discussions with clients?
Why planning ahead is important with a move to the UK?
Where are you picking up new work?
How do you deal with strong settlors?
Why does a bank owned trust company provide comfort to clients?
How has the Jersey Finance Roadshow in South Africa been?
