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3 Results from /wealth, 2023

Can the wealth management industry embrace technology in the race for alternatives?
Retired Member

Retired Member

Can the wealth management industry embrace technology in the race for alternatives?

Individual investors hold 50% of the estimated $280 trillion of global assets under management, though their allocation to private capital is just 16% and, in some segments, materially lower. Until recently, private investors had scorned greater allocation due to structural barriers: high minimum investment thresholds, the need and expectation of ...

/wealth

Wealth management: Evolving the role of wealth advisor for a digital future
Paige McNamee

Paige McNamee

Wealth management: Evolving the role of wealth advisor for a digital future

Expectations of both the relationship manager and the customer are shifting. The typical investor profile is not only evolving, but bringing with it a host of new demands rooted in the expectation that services are instant, personalised, and offer a pleasantly seamless customer experience. The role of wealth manager leans fairly heavily on sales a...

/wealth

Is the future of the wealth management industry here?
Liz Field

Liz Field Chief Executive at PIMFA

Is the future of the wealth management industry here?

If I were ask you to conjure up an image of the wealth management industry, it would come as little surprise if you were to describe wood panelled offices and pinstriped suits. To describe the sector as one of the most traditional within the City of London’s Square Mile, whether that reputation was deserved or not, certainly until a few years ago,...

/wealth

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