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Latest Results from /wealth

Marco Mottadelli

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Taking control of your money: Cash might feel reassuring but growth means investing

Cash can be comforting; put £10,000 in a savings account and when you need it, you’ll get £10,000 back, possibly with a little interest. Against this apparent stability, it’s perhaps understandable that people don’t want to take a chance on an unpredictable stock market, where the value of your money can depend on everything from interest rates to...

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Retired Member

Retired Member

The wealth advice revolution is here, how will you adapt?

While the wealth management sector has been something of a laggard when it comes to technology and innovation, changes in the financial services world related to regulation, compliance, competition, and client expectations mean that the sector has reached a tipping point, and the time to evolve has arrived. At a fundamental level, wealth managemen...

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David Wilson

David Wilson Senior Business Development Manager at Objectway

Digital assistants: Alleviating burdens permeating wealth management

By 2030, according to multiple management consulting firms, advisers will gradually shed their role as investment managers and become more like wealth coaches who advise clients on their financial wellness needs more broadly. In order to profitably serve customers, wealth firms will need to be radically leaner than they are today and set a rising ...

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Hamish Monk

Hamish Monk Senior Reporter at Finextra

The future of wealth management: Benefits of innovation and digitisation

This is an excerpt from Finextra's Research report 'The Future of Wealth Management 2022,' and is available for download via Finextra Research. Traditional and established wealth management operating models are increasingly under existential threat. Today’s investors do not want quarterly paper statements. They want instant access to their portfol...

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Níamh Curran

Níamh Curran

The future of wealth management: Hybrid advice, hyper-personalisation, and holistic services

This is an excerpt from Finextra's Research report 'The Future of Wealth Management 2022,' and is available for download via Finextra Research. Hyper-personalisation has always been an important aspect of wealth management. Clients would meet with their wealth managers over coffee or dinner to discuss a personalised print-out of their investments....

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Paige McNamee

Paige McNamee

The future of wealth management: The disruptive forces shaping the industry

This is an excerpt from Finextra's Research report 'The Future of Wealth Management 2022,' and is available for download via Finextra Research. Over the past 20 years, one of the single biggest disrupters faced by the wealth management industry has been Covid-19, according to Christopher Low, managing director, head of wealth and asset management ...

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William Trout

William Trout Director, Wealth Management at Javelin Strategy & Research

Talking 'bout a revolution: The disruptive impact of ESG on wealth management

The wealth management industry stands on the cusp of revolution, the implications of which extend to product, proposition and the structure of the business itself. At the frontline of this revolution is ESG investing: the use of environmental, social and governance criteria for portfolio creation and maintenance. Millennials and more The ascendanc...

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Jamie Crawley

Jamie Crawley

Global downturn will be a test for the robo-advice model

With experts fearful of the Coronavirus outbreak setting the wheels in motion to a global recession, many customers of robo-advisers, unused to prolonged periods of volatility in markets, could be in for a shock and will look for appropriate advice and guidance. Last weekend, I logged on to my Nutmeg portfolio for the first time in a fortnight or ...

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