Wealth Management

Thinking ahead

Heading towards Christmas means only one thing in PR. Actually, that’s not quite true, it means quite a few things such as client lunches; Christmas parties; the likelihood…

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Asset managers see the digital light

Asset management companies are going through a step change in their attitude towards social media. In the past, many companies did not think clients wished to receive communications via social media. Feedback from many high net worth clients, who have traditionally and understandably appreciated discretion from those looking after their money, thought of tweets as…

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Social media and wealth management

Private banking and wealth management is often perceived to be a closed and exclusive world. The model is based on close personal and trusted relationships between advisers and their clients – all shrouded in a code of confidentiality. But in the last few years technology, particularly in the form of social and digital media, has…

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Avoiding the social media ‘red herring’

Speaking at our recent Social Media in Wealth Management Forum, Magnus Wheatley of Charles Stanley – an early adopter and pioneer of social media in the wealth management space – told us that one client walked in to its Leeds office and opened a £5million account on the strength of reading a tweet and blog…

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Social media in wealth management [event]

The wealth management industry is often seen as being steeped in tradition, more oil tanker than speedboat when it comes to adapting to change and embracing new technology. But, as with many things in life, there is often a gap between perception and reality. The digital revolution is having a big impact on the world…

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