Last year a group of leading wealth managers met in March, September and November to discuss the state of the industry through the lens of the client, the advisor and the wider business.
The timing of the meetings over the course of 2020 created a unique window into their ongoing reactions to the pandemic from both an operational and a technical point of view.
We have compiled their insights in a whitepaper including key learnings through the perspectives of the private client, the advisor and the wider business as well as a look ahead to emerging trends in 2021 and beyond.
The whitepaper examines important questions, such as:
- Are wealth managers doing enough to stay ahead of the fast-changing client expectations?
- With more than 80% of family businesses set to change hands over the coming decade, how can advisors stay close to the clients to retain their investment business?
- With high cost-to-income ratios at an average of 70%, how can wealth managers maintain a high-touch, service-led approach?
Download the whitepaper now to understand how 2020 reshaped the wealth management industry and the key learnings firms can take moving forward.
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READ OUR INSIGHTS
1 June 2021
Research report: Managing the Client Lifecycle
Take a look under the bonnet to understand what wealth managers really think of life in the front office.
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14 April 2021
Video: What is CLMi?
CLMi, the new client lifecycle management solution, enables your wealth management firm to be truly client centric.
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5 February 2021
E-book: 5 Ways Wealth Managers Can Get Ahead In 2021
The Wealth Dynamix leadership team reflect on 2020 and share advice for wealth managers looking to differentiate their client service in 2021.
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