07725 160903
Cost cutting or client service is a bogus dilemma, Wealth Wizards tells wealth managers Wealth management faces much the same challenge as other forms of asset management: the fact that costs are rising faster than revenue. The consequent squeeze on profitability is encouraging many wealth managers to explore how technology can help restore a moreContinue reading “Cost-cutting or client service is a bogus dilemma, Wealth Wizards tells wealth managers”
Tag Archives: Wealth Management
Wealth Wizards shows wealth managers how to digitise financial advice
Wealth Wizards shows wealth managers how to digitise financial advice The wealth management industry is under pressure. Profitability depends on scale, and in the United Kingdom there are more than 27,000 firms vying to advise clients on the management of their savings, from independents with a handful of clients to the wealth management arms ofContinue reading “Wealth Wizards shows wealth managers how to digitise financial advice”
Wealth Management Webinar ‘Wealth managers need to disrupt themselves’
THE SUMMARY, HIGHLIGHTS AND FULL VIDEO OF THE DISCUSSION 20 May 2021
WEALTH MANAGERS NEED TO DISRUPT THEMSELVES (20th May 2021)
WEALTH MANAGERS NEED TO DISRUPT THEMSELVES (20th May 2021) A FUTURE OF FINANCE WEBINAR WITH WEALTH MANAGERS, PRIVATE BANKS AND TECHNOLOGY COMPANIES Thursday May 20 2021, 14.00 – 15.00 UK time On the face of it, wealth managers ought to be full of confidence. An ageing population is about to bequeath its accumulated wealth to aContinue reading “WEALTH MANAGERS NEED TO DISRUPT THEMSELVES (20th May 2021)”
WEALTH MANAGERS NEED TO TAKE A SIDE ON CRYPTO-CURRENCIES AND SECURITY TOKENS (27th April 2021)
WEALTH MANAGERS NEED TO TAKE A SIDE ON CRYPTO-CURRENCIES AND SECURITY TOKENS (27th April 2021) A FUTURE OF FINANCE WEBINAR WITH WEALTH MANAGERS, TECHNOLOGISTS AND INDEPENDENT EXPERTS. Tuesday April 27 2021, 14.00 – 15.00 UK time Crypto-currencies are already an established asset class in the wealth management industry. A number of adventurous wealth managers and privateContinue reading “WEALTH MANAGERS NEED TO TAKE A SIDE ON CRYPTO-CURRENCIES AND SECURITY TOKENS (27th April 2021)”
The current and future state of digital technology in wealth management part I
A SUMMARY AND FULL REVIEW OF THE DISCUSSION AT THE WEBINAR ON 28 OCTOBER 2020
THE CURRENT AND FUTURE STATE OF DIGITAL TECHNOLOGY IN WEALTH MANAGEMENT (28th October 2020)
THE CURRENT AND FUTURE STATE OF DIGITAL TECHNOLOGY IN WEALTH MANAGEMENT (28th October 2020) A FUTURE OF FINANCE WEBINAR WITH WEALTH MANAGERS, SECTOR EXPERTS AND TECHNOLOGISTS Wednesday 28th October 2020 2.00-3.00 pm UK time The wealth management industry is attracting the interest of outside investors, including private equity funds. This is not surprising. Its growthContinue reading “THE CURRENT AND FUTURE STATE OF DIGITAL TECHNOLOGY IN WEALTH MANAGEMENT (28th October 2020)”