A new approach to platforms
- On August 3, 2022
- By GrowthInvest Marketing
Recent years have seen the convergence of advice in the UK wealth management sector, as stockbrokers and wealth managers continue to add financial planning capability.
At the same time, traditional financial advisory firms have added investment management capability to their client propositions.
All this is well and good, but how are service providers to the sector reacting to this change in the landscape?
One interesting development is the arrival into the UK wealth sector of the type of service provision that just 15 years ago was only in the domain of institutional asset managers looking for solutions to help them scale their global businesses.
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