Over £20 billion of high net worth individuals’ investable wealth could be passed on to their loved ones every year, but as many as 80% of wealth manager’s don’t have an existing relationship with..
Over £20 billion of high net worth individuals’ investable wealth could be passed on to their loved ones every year, but as many as 80% of wealth manager’s don’t have an existing relationship with..
Change. What is it good for? Absolutely...something, actually. Change in wealth management has meant better access, lower costs, more options for customers.
Building a familiar brand, and existing for decades is not easy in finance.
Lara is currently completing her MBA at the London Business School before heading back to Brazil to continue work with retail bank Itau Unibanco.
From Marketing Manager to Head of Partnerships, Nick discusses his Fintech journey so far.
The impact of technology on finance takes many forms, some immediate, some likely to develop over time.
The Terminator Myth: How robo technology brings you closer to clients, not further away.
From day one, when we started building financial technology, we wanted to solve historic problems in wealth management with truly modern solutions.
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