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  • From digital transformation to a shifting customer base, the wealth management landscape is undergoing unprecedented levels of change.

    Over the past decade, an increased pressure on transparency of fees has resulted in a revenue-imbalance, leading many wealth managers to re-evaluate their operational efficiencies in order to maximise investor returns and streamline processes.

    The question is: how can firms reduce costs whilst continuing to grow their businesses in a highly competitive marketplace?

    Drawing on interviews and surveys conducted with UK wealth management firms over the last 12 months, this research evaluates the operational challenges currently faced by Wealth Management companies, cost impact analysis and the benefits that might be derived from streamlining operations through greater automation.

    This whitepaper has been compiled on behalf of JHC by Goodacre UK.