Tag: managers

5 methods wealth managers can use huge information to enhance the shopper expertise

By Ashley Whittaker, President, International Gross sales at FundCount The info wealth managers depend on for day-to-day shopper selections, from market and pricing info to portfolio efficiency and flows, already requires sturdy infrastructure and compliance measures and might simply pressure sources. So, welcoming new information sources into the shopper expertise at wealth administration companies is…

August 10, 2024
Staying forward of the curve – what the FCA’s Expensive CEO letter means for fund managers

By Patric Foley-Brickley, Managing Director, Apex FundRock UK. Whereas there are indicators rising that inflation might have peaked, central banks however stay cautious and rates of interest proceed to rise. Market volatility and these rising rates of interest proceed to spook traders, resulting in better redemptions being sought. With an eye fixed on avoiding a…

August 2, 2024

5 methods wealth managers can use huge information to enhance the shopper expertise