Wealth managers are able to collect more client data than ever before and can use it to deliver a more bespoke experience. But striking the right balance between privacy and personalisation will be an ongoing challenge

Research suggests female high net worth individuals welcome the adoption of the next generation of technology by the wealth management industry

Wealth managers can play a fundamental role in helping entrepreneurs prepare successfully for handing over control of their businesses to family members, the management team, or new owners

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared

Entrepreneurs are undoubtedly expressing an interest in sustainable and responsible investing, but allocations remain sluggish 

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

Financial incentives are a crucial piece of the puzzle when it comes to engaging and motivating employees