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Setting The Digital Agenda for the next normal

The following report was commissioned by Objectway and conducted by Compeer to understand the digital agenda for the next normal in UK Wealth Management.

Based on viewpoints from across the industry, this research covers a variety of firms in the market with around £2bn of managed assets and the findings are based upon a series of face-to-face interviews conducted with a variety of UK Wealth Management firms.

Main Key Findings could be listed as follows:

  • Inefficient technology is the key limiting factor for many firms’ future growth targets. The focus for many is to replace legacy systems and digitise the front office to drive productivity
  • In response to the pandemic, the level of digital has increased significantly. Wealth managers almost doubled their annual investment into IT in 2020
  • A successful ESG proposition is built on trust and transparency with clients. Wealth managers must demonstrate their ESG values align with those of their clients


    Analyst Research Compeer Setting The Digital Agenda For The Next Normal