Welcome to the first video in a new series of interviews with Antony Bream, MD – UK & Americas at Wealth Dynamix.

In this edition Antony provides his views on

– What are the main trends, challenges and opportunities for the wealth management sector today
– How technology is helping wealth management firms to manage these trends, challenges and opportunities

Visit our website to learn more about Client Lifecycle Management solutions from Wealth Dynamix – www.wealth-dynamix.com

Video transcript

What do you see as the main trends, challenges and opportunities for the wealth management sector today?

I think trend wise we’re seeing a…