Digitalisation
Seven out of ten Brits do not include digital legacy in their wills
As half of clients still have not connected a family member to their financial services
Hong Kong clients turn to investment apps
As they become the preferred digital option for younger generations of investors
Affluent clients prefer alternative providers
Only 27% in APAC prefer to use traditional banks and building societies to manage investments
Best Practice | 7 Jul 21
The role of digital trust in wealth management
As we emerge from the global health crisis, how can advisers increase trust with their clients?
Apac wealth clients hungry for digital tools
Pandemic was a catalyst for technology use and will lead to permanent changes in investors’ behaviour