Nemone Wynn-Evans

Fascinating and detailed analysis on what economically ails the UK - with a focus on housing, transportation and energy. Well worth reading

5

As we continue to support our Advisory and Consulting clients in the Asset & Wealth space, here is a summer post to reflect on the Wealth Management & Private Banking sector in 2024 - Follow us here for the latest roles in 📢 Asset & Wealth Management Consulting https://lnkd.in/e6gFkHw5 📢 The wealth management advisory sector in 2024 is navigating a period of significant transformation, driven by technological advancements, evolving client expectations, and increasing regulatory demands. Digital transformation is a key driver, with wealth managers increasingly adopting AI, machine learning, and data analytics to deliver personalized services. Robo-advisors, once seen as competitors, are now integrated into hybrid models, allowing firms to cater to tech-savvy younger clients. Clients today demand personalized and holistic financial advice that goes beyond traditional investment strategies. This includes a growing focus on ESG (Environmental, Social, and Governance) investing, reflecting a broader shift towards aligning financial decisions with personal values. The sector also faces heightened regulatory scrutiny, with new rules around fiduciary duties, data privacy, and compliance. These challenges are pushing firms to adopt regtech solutions to automate compliance and mitigate risks. Additionally, the rise of alternative investments like cryptocurrencies and private equity is reshaping portfolios, offering higher returns but also introducing more complexity and risk. Looking forward, the wealth management industry must adapt to these changes by embracing technology, focusing on personalized client experiences, and staying ahead of regulatory developments to thrive in an increasingly competitive environment. #wealthmanagement # assetmanagement # managementconsulting #alternatives #transformation

6

Over recent years we have seen a number of changes to the R&D incentives, and to help UK manufacturers understand what the reforms mean for their business, read our latest article in our Q1 Make UK/BDO Manufacturing Outlook Report here: https://lnkd.in/ercZPGCT #ukmfg

16

From strength of character, to striking the balance between current needs and wealth preservation, Tracey Neuman and Paul Buckle shed light on the traits to look out for when selecting trustees. Find out more > https://lnkd.in/ec7399ac

6