Richard Philbin: A wealth manager's wishlist for our industry

Simplifying financial products for consumers

clock • 4 min read

When you are thinking about the future of this wonderful industry of ours, the initial thought is "I'll create a wish list".

Unfortunately, we all know it is not that easy and some degree of sanity will be needed. I would like to caveat this piece by saying I am writing this from a UK wealth manager's perspective, with clients predominantly in the UK and using collective investments as the tools of choice when it comes to portfolio construction. Rethinking the future But ‘future' is an incredibly subjective word. How far forward are we looking is a question I also find myself asking and a realistic thought must be five to ten years.  First, it makes absolute sense to me that technology will take a much...

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