Insight & Research / Financial Advice

Not so long ago, a wealthy client’s relationship with their financial adviser or investment manager would simply be passed onto the next generation along with the client’s wealth – but that no longer automatically holds true.

These days, the wealthy are likely to be more enquiring, to take recommendations from their peers and to seek alternative advice options – which means there needs to be a compelling reason to remain with the incumbent adviser.

This Investment Week webinar, in association with IRESS, considers how wealth management and other financial advisory firms are transforming themselves to rise to this new challenge, the strategies they can adopt to retain existing clients and acquire new ones and the key role that technology can play in this crucial area of business development.

 The speakers:

  • Julian Marr (host) - Editor, Professional Adviser
  • Mark Loosmore - Executive General Manager (Wealth), IRESS
  • Chris Davies - Managing Director, Engage Insight
  • Colin Nelson - Marketing Propositions Development, St James' Place

Watch the webinar on-demand

IRESS and Investment Week webinar: "Retaining clients - and their wealth - across generations"


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