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Amrik's blog archive

2018 (2)
Amrik Sanghera

Amrik Sanghera

Senior Business Consultant at Contemi Solutions
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Will Cost Disclosure Be The 'Halloween' of MiFID II ?

30 Oct 2018

Just when wealth managers thought that they could draw a sigh of relief, knowing that their MiFID II obligations were, if not a thing of the past, at least a part of business, as usual, a sense of foreboding is once again creeping into the collective consciousness of wealth management firms. The European Union’s consumer protection regulation has

Millennial Banking

Wealth Management Challenges in 2020: Client Retention in the Digital Age

15 Aug 2018

There is a growing awareness in wealth management circles concerning the need for wealth managers and financial advisors to preserve the investment assets that they currently manage, as they are passed to the next generation. Obviously, some of those assets will shift into pension drawdown plans to cover day-to-day living expenses, but there will