Managing Director – Head of UK Wealth Management
The advice continuum is reshaping wealth management, from targeted support to holistic planning at scale.
Can trustees deliver better retirement outcomes without truly knowing their members? Guided retirement starts with deeper member insight.
Can advisers still justify ongoing fees without annual reviews? The FCA's shift may reshape advice business models.
UK banks are returning to financial advice. In a tougher regulatory and digital era, can they help close the advice gap this time?
Financial firms risk missing a key opportunity as targeted support could bridge the advice gap and improve outcomes for millions.
UK wealth firms call for evidence-led, explainable tech to scale advice safely. New Ortec Finance & NextWealth report reveals five innovations.