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The future of wealth management: Benefits of innovation and digitisation
Hamish Monk

Hamish Monk 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 Senior Reporter at Finextra

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 Senior Reporter at Finextra

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

Talking 'bout a revolution: The disruptive impact of ESG on wealth management
William Trout

William Trout Director, Wealth Management at Javelin Strategy & Research

Talking 'bout a revolution: The disruptive impact of ESG on wealth management

The wealth management industry stands on the cusp of revolution, the implications of which extend to product, proposition and the structure of the business itself. At the frontline of this revolution is ESG investing: the use of environmental, social and governance criteria for portfolio creation and maintenance. Millennials and more The ascendanc...

/wealth

Global downturn will be a test for the robo-advice model
Jamie Crawley

Jamie Crawley Reporter at Finextra

Global downturn will be a test for the robo-advice model

With experts fearful of the Coronavirus outbreak setting the wheels in motion to a global recession, many customers of robo-advisers, unused to prolonged periods of volatility in markets, could be in for a shock and will look for appropriate advice and guidance. Last weekend, I logged on to my Nutmeg portfolio for the first time in a fortnight or ...

/wealth

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