Download Our Report On The Future Of Wealth Management: What’s Next For Private Client Wealth Managers?

2021-11-11 |  Leo Chancellor

“There are several thematic changes and market pressures converging that will require doing far more than just tweaking and fine tuning the current operating model and proposition.”

Wealth management in the 2020s looks markedly different to wealth management in the 2000s and early 2010s.

Progress has been made in terms of transforming an industry that has a history of changing slowly and cautiously, but the change has only gone so far. Incremental improvements over a long period of time have just about done enough to evolve wealth managers and keep them relevant. But this has been against a backdrop of rising markets and growing personal wealth, meaning investors have largely excused any lack of innovation in products, service, and pricing. As a result, antiquated operating models have managed to survive beyond their sell by dates (sometimes well beyond them!).

Our Future of Wealth Management whitepaper answers your questions including:

  • What has changed in the world of wealth management?

  • Where are the key opportunities?

  • What should form part of your near-term agenda?

With the range of challenges and opportunities that stand in front of the UK wealth management industry today and into the 2020s, standing still is not an option if your firm is serious about surviving and thriving in future.

If you’re ambitious enough to break with the traditional approach to delivering for your clients, then there’s significant opportunities out there, so download your pack below to get started.

If you have any questions or want to understand how PEN could help your firm plot its journey, please contact

Download Our Future Of Wealth Management Whitepaper

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