Wealth Management Clearthought

  • Regulation

    Huge changes in the global regulatory environment continue to have a massive impact on the financial services sector.

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  • Technology

    Analytics which give easy and immediate access to performance metrics, and which offer customers the tools to digest complex data, continue to reshape and revolutionise the wealth management industry.

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  • Brexit

    The impact of Brexit on the UK’s sizeable wealth management industry continues to remain very uncertain. The industry manages around £2.7tn (€3.1tn) for overseas clients and more than half of the overseas client money managed from the UK is managed on behalf of European clients.

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  • M&A activity

    Changes in technology, asset performance, and customer preferences leave many players in the industry with unsustainable business models.

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