21 Dec 2023
In my series so far, I have explored the digital hybrid advice and the underlying data requirements that are driving strategies for Wealth Managers as they look to the future. In this third and final article of this series, I will explore the democratization of products and services by Wealth Managers. Democratisation of Products The improvements ...
14 Dec 2023
In my previous blog, I explored the UK Wealth Management market, and delved into one of the key themes I identified. Specifically, this looked at the hybrid digital advice journey, supporting both existing and future clients through a digitally led advisory offering, but with the need to have touch points leveraging a more traditional Relationsh...
07 Dec 2023
Overview The UK is recognised as one of the largest Wealth Management markets globally. Estimates suggest in excess of £3trn, with £2trn in personal liquid investable financial assets held by individuals and a further £1.9trn sitting in defined benefit pension liabilities. (Source: LEK UK Wealth Management: Spotlight on Value Creation), but it is...