WEALTH MANAGEMENT: FINDING TOMORROW'S WINNING FORMULA

WEALTH MANAGEMENT : FINDING TOMORROW’S WINNING FORMULA

  • Niral Parekh and Richard Lewis
  • Published: 09 July 2019

At the beginning of 2019, Capco and Compeer conducted a survey with over 1,000 senior executives within UK wealth management firms. This report shares the views of the sector, and six ways firms can deliver high quality service in an industry built on strong client relationships.