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press-release 6 November, 2024

Close Brothers Asset Management and SEI Announce Strategic Partnership

Technology and Operational Outsourcing Drives Scale and Growth

Pieces of blue pipe with bright yellow connectors move into a single piping configuration, suggesting disparate elements moving into the mainstream.
11 April, 2024

Will AI transform alternatives?

Artificial intelligence is quickly moving from the fringe to the mainstream. What does that mean for investors, allocators, and asset managers?

30 March, 2024

Building future foundations

Alex Twiss, Managing Director at Connor Broadley, on the future transformation of wealth management.

30 March, 2024

The changing adviser role

Alex Twiss, Managing Director at Connor Broadley, on the evolution of the adviser relationship.

30 March, 2024

Three pillars of transformation

Mayank Prakash, Group Chief Operations Officer at Evelyn Partners, on the key elements of wealth management transformation.

30 March, 2024

Evolving through technology

Mayank Prakash, Group Chief Operations Officer at Evelyn Partners, on technology opportunities and challenges.

22 March, 2024

Technology-enabled client experiences

Grayson Greer, Managing Director at Global First Rate, on emerging technologies in wealth management.

22 March, 2024

Innovative hiring strategies to attract talent

David Lincoln, Partner at WISE Insights, on sourcing talent for wealth management firms

22 March, 2024

Pricing strategies to drive revenue

David Lincoln, Partner at WISE Insights, on realising future revenue for wealth managers

Wealth and Asset Managers