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  • Clients want wealth managers to use digital communication

    There’s a wide gap between the communication methods used by wealth managers and those preferred by clients, according to new research.

  • Clients want wealth managers to use technology

    Investors would consider switching from a wealth manager that doesn’t modernise and embrace new technology, according to new research.

  • UK tops 10-nation poll for Financial Planner usage

    Savings for retirement is key for UK well off clients
  • 2 in 3 investors would use AI for investment advice

    Investors in Europe and Asia were more receptive to the use of AI than those in the UK.
  • 3 month delays in onboarding with wealth managers

    The wealthier the new client, the more protracted the onboarding process

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