From digital lead generation and onboarding to self-advice, execution, and reporting, digital channels will be present in 2025, supporting branding, generating prospects, and easing the burden on relationship managers. Reason enough to subject your wealth management to our digital readiness check!
Reducing the carbon footprint: How carbon portfolio control and risk management are shaping the financial sector
Implementing carbon portfolio controls and risk management strategies is critical to reducing the carbon footprint of the financial sector, avoiding losses and recognising opportunities for growth and innovation.