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Keep the personal touch


Picking up on the CapGemini Wealth Report which found that a quarter of high net worth investors found that a lack of personal advice often led to a low personal connection with their wealth manager, InvestCloud’s Mark Trousdale says that if managers want clients to stay for the long-term, they are going to have to ‘hyper-personalise’ their service. This means making the digital experience ‘warm and personable’ he says in his interview with Philippa Aylmer this week.

In other news, we have an interview with SJP which has increased its offering of the fintech cash deposit service through Flagstone and an interview with Connection Capital’s Claire Madden who reports that high net worth investors are increasingly going after alternative investments to boost their portfolios.

Do register for the Demystifying the ETF Webinar with Allan Lane’s Algo-Chain. All details for the 3 October event can be found here.

Beverly Chandler
Managing Editor, Wealth Adviser

Companies in this issue
BNP Paribas
Connection Capital
St. James’s Place

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