Gilly Green reports on the findings from research among UK wealth management firms and providers of outsourced services to wealth managers. “The drivers for change to a business operating model, however, are not all about the doom and gloom,” she says.
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Note: This whitepaper was first published by Catalyst prior to the Davies merger
There are some aggressive statistics being bandied about wealth management just now. Apparently, social media and mobile technology is about to transform the industry as we know it. So, are we really on the cusp of a technical revolution? Advice for technology vendors to the wealth industry. Down load our white paper to learn more
A number of complex factors are converging to create a potential 'perfect storm', likely to drive strategic change for the dealing function.
Wealth management expert Niall Buggy examines market complexities for any CEO considering an acquisition