Purposeful Digitisation: The journey to Wealth Management 4.0 - Davies

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Purposeful Digitisation: The journey to Wealth Management 4.0

The wealth management industry has performed well over the last 20 years, weathering market shocks, financial crises plus countless regulatory and fiscal changes. But now, without an unprecedented evolution, the future looks challenging.

Whilst M&A activity has allowed some firms to grow rapidly, overall the segments of the population it serves have hardly changed. This suggests that the potential value of wealth management services is not widely recognised. New regulations are adding further pressure as pricing and propositions come under closer scrutiny. In addition, operating models reliant on ageing technology and processes are struggling to modernise and are unlikely to integrate well with the new technologies that are becoming mainstream in other industries, such as robotics and AI.

 

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Meet the expert

Matt Lonsdale

Director

Asset & Wealth Management

Driven by a passion for growth, I leverage in-depth knowledge of the industry to develop and execute change and enhancements for clients.

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