CREALOGIX
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UK CEO David Joyce recently took part in a panel discussion on a recent research from Compeer. The report highlights the key priorities for wealth management firms planning for the future and considers how to bridge the gap between digital capabilities and client expectations.

UK CEO David Joyce suggests it’s not a question of either personal service or robo-advice, but about a hybrid solution where what the client wants and where wealth management firms add value are the truly important questions.

CREALOGIX recently collaborated with Compeer, the leading City of London specialist research group on an extensive survey of 500 HNWIs to find out their perception of the service they have received this year.

New rules from MiFID II come into force early next year and require the capture of clients’ ESG investment preferences and reports on the subsequent performance of investments against these criteria.

The transition from crypto assets to securities on the blockchain is becoming increasingly relevant for institutional investors.

Environmental, Social and Governance (ESG) concerns are increasing among investors; empowering clients to share what matters to them can help to tailor their investments and increase engagement and share of wallet.