In this episode recorded on December 15, 2025, we host Standard Chartered’s Head of Wealth Management Products, Ouma Orero, and Head of Advisory and Managed Investments, Khushboo Dhutia, for a conversation on growing your wealth today, tomorrow, and forever.

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Show Notes

00:00:00 Introduction

00:01:47 Understanding Affluent Clients

00:05:43 Starting Now and Financial Planning Frameworks

00:17:38 Building a Resilient Portfolio

00:25:43 Personalized Financial Planning and Intergenerational Wealth Transfer

00:30:53 Wealth Preservation vs Wealth Creation

00:34:26 Investment Risks and Optimizing Investment Decisions

00:38:59 Building Trust with Financial Advisors

00:45:21  Standardized Investment Process and Innovations in Wealth Management

00:52:43 Getting Started with Your Wealth Journey

00:53:46 Closing Remarks

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