Plugging Tech Into Wealth Management

Technology is the answer for wealth management, as much as it is for any other industry seeking to target and serve clients in a more personalized way.


Swiss Banks Clam Up Out of Fear

The potential of being overtaken by a third party is a deep-seated fear. It is like losing a job to technological progress.


TWM WealthTech 2022 Report

In practice, this means that wealth managers need to go back to basics, identify the parts of the whole, and invest accordingly for long-term strategic success.