Outsourcing solutions service SEI Wealth Platform has identified 11 growing trends within the UK wealth management space against a backdrop of a changing client landscape and technology, as well as external pressures like regulation.
In its latest report, UK wealth management at a crossroads: 11 trends to watch, the firm said UK wealth managers must now "weigh up the costs of changing their business model, their client base, their...
Industry Voice: Sponsored by Eaton Vance
Joined the business in 2015
Lars Dollmann also stepping down
Two investment specialists joining Edinburgh team
'Will remain an independent business'