Research suggests investors are more comfortable sharing their personal data than wealth managers realise

By taking the time to better understand what delights and frustrates clients, wealth managers can amplify the effects of making small changes to more effectively address larger challenges and reposition their brand accordingly

Wealth managers have relied on a series of assumptions, many of them misplaced, about the way their clients want to use digital. It is time for things to change

Investor education is already a focus for wealth managers. The asset management industry needs to raise its game

It is not just millennials who are living in the digital age. Wealth managers must utilise technology to deepen relationships with clients of all ages

Women working in financial services tend to be paid considerably less than their male counterparts and struggle to break through the glass ceiling, despite evidence showing that companies with more women in senior roles do better

Tech-led investment platforms provide a great tool for wealth managers to reach, engage and retain both existing and future clients

Angel investors provide a valuable source of capital to start-ups while often acting as mentors, but they are a high risk venture for high net worth individuals