07/28/2021

IMF upgrades UK economic forecast

The UK's Chancellor, Rishi Sunak, welcomed what he called "the positive signs that the economy is rebounding faster than previously expected".

07/23/2021

UK: Family Offices In A Post-Pandemic World

During the initial stages of the pandemic, many family offices went into "crisis mode", needing to take steps to preserve family wealth and mitigate their capital risks.

07/21/2021

The New Customer Relationship in Wealth Management

These interactions are captured digitally, providing volumes of data which can be used to identify services and opportunities specific to my needs; “good, personalised service” dead not dead, it has just become digital.

07/20/2021

Finding the right balance with hybrid client experiences

The new digital solution allowed clients to validate their identity via a video call with a Relationship Manager and complete the rest of the process online, including secure digital signatures for account opening agreements.

07/20/2021

WealthTech Spotlight: In discussion with Alt/Ave

Chris chats to us about his background and reasons for setting up ALT/AVE, his team, the offering the firm has brought to market and its benefits, why it was built on Blockchain, their target market and more.