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3 Results from /wealth, 2021

The future of wealth management: Benefits of innovation and digitisation
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...

/wealth

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

/wealth

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

/wealth

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