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
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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…