Bringing you live news and features since 2006 

Vast majority of wealth management firms making digital technology investment a priority in 2018


Over two thirds of wealth management firms are prioritising investment in digital technologies this year, according to the 2018 edition Compeer Objectway report ‘Squaring the circle: How To Improve The Quality Of Client Service As Well As Profitability’.

The annual report was commissioned by Objectway and conducted by Compeer, with the aim of investigating how UK Wealth Management firms can improve the quality of client service and at the same time improving profitability.
While 70 per cent of the firms point to investment in digital technologies as a first priority, 30 per cent indicated operational efficiency as a second priority, followed by several minor priorities such as, client management or regulatory changes.
Peter Schramme, Chief Business Development Officer for Objectway, says: “This report is a snapshot of the direction that technology in UK Wealth Management is taking and well worth a read to fully appreciate where the market is heading towards.”
The report was compiled from data collected via face to face interviews conducted with a variety of UK Wealth Management firms and an on-line questionnaire. The report is freely downloadable from the Objectway website.

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by