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:
IRESS' Mortgage Efficiency Survey tracks developments from lenders across the mortgage market.
MiFID II will significantly change the way costs and charges are disclosed to investors, affecting all provide investment services.
Our report combines data, insight and analysis to build a picture of a new flexible retirement landscape.
See how the UK wealth management industry performed last year, in this latest annual benchmarking survey.
What does the front office of the future look like? Senior Wealth Managers share their insight in our latest research report.
Developed with the Association of Mortgage Intermediaries (AMI) and the Intermediary Mortgage Lenders Association (IMLA), this report provides insight to lender best practice and the experiences of intermediaries in the UK mortgage market.
How do you solve the challenges of an ageing legacy system? We interviewed COO's to find out their views.
Our report looks at how the dust has settled following the introduction of pension freedom and all the choices we now have to try and achieve a sustainable income.
1,000 end investors were surveyed to gauge their views on the impact of Brexit. This report produced in association with Compeer our research partner gives you the key findings.
We tracked developments in the market over 12 months and compiled data from leading lenders to produce one of the biggest surveys into UK lending.
A recent report found that as many as 9 in 10 advisers feel threatened by robo-advice. We grabbed our film crew and interviewed advisers for their thoughts.
What does the future of financial advice look like? We asked real advisers for their views and how they think robo-advice will impact their business.