Global study, supported by Recordsure and TCC, highlights post-pandemic behavioural shifts facing wealth managers
We’re proud to have been part of a wide-ranging research project outlining how wealth and asset management firms will have to adjust to changes in investors’ expectations and priorities following the COVID-19 pandemic. The Wealth and Asset Management 4.0 group, coordinated by ThoughtLab with support from Recordsure, TCC and a coalition of major financial services […]