Wealth Management at a Crossroads: 11 Trends to Watch

24 July 2017

Wealth management firms are torn between traditional and modern; old and young; active and passive; physical and digital

The results of this research are the basis of our paper Wealth Management at a Crossroads.  It shares the insights gained from one-to-one interviews with wealth management executives from 12 of the top 50 UK wealth management firms representing in excess of £500bn in assets. 

Four key themes are explored:

4 key themes

Read the paper and understand why firms in the UK cannot afford to stand still and must weigh up the costs of changing their business model, their client base, their IT and culture against the risks of standing still.

Download UK Wealth Management at a Crossroads (PDF)