In this episode, Stuart Lucas, CFA, discusses strategic wealth management principles applicable in the European and Asian contexts.
Stuart Lucas, CFA, discusses the following:
- The wealth strategist and strategic wealth management principles applicable in the European and Asian contexts
- His family office’s experience in investing in Asia
- How his family office coped with the global financial crisis
The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.