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  • 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.
  • Savings for retirement is key for UK well off clients

    UK tops 10-nation poll for Financial Planner usage

  • Investors in Europe and Asia were more receptive to the use of AI than those in the UK.

    2 in 3 investors would use AI for investment advice

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

    3 month delays in onboarding with wealth managers

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