That's a big challenge for wealth managers when lower fees, time pressures and legacy technology are making the delivery of a bespoke client service so much harder to do and justify.
So how can wealth managers provide a client service that feels highly personalised, yet is actually very cost effective and practical to deliver?
In an exclusive webinar with Investment Week we got together our top wealth management strategist, Simon New, along with leading digital transformation expert David Aston of consultancy EY, and Etienne de Merlis of investment and wealth management house, Signia Wealth to discuss the personalised future of wealth management.
Now available on demand, watch now to hear their expert insights on:
Watch our expert panel discuss how advisers and wealth managers can adapt their propositions to better retain and serve the next generation of wealth
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