Share
Brent Randall joined other members in the industry to discuss various current topics that wealth managers are facing. Brent gave an insight into forward-thinking digital strategies and converting compliance challenges into business benefits.
Brent gave a in-depth account of new necessary digital software available to wealth managers and the importance of optimising client on-boarding and client conduct risk management.
26 November 2025
Discover why first impressions matter in wealth management onboarding. Learn how seamless, tech-savvy onboarding can elevate client experiences and build lasting loyalty.
3 min. read
25 November 2025
Artificial intelligence is reshaping wealth management, but trust remains firmly rooted in human relationships. As clients adopt AI tools at pace, private banks and wealth managers must strike the right balance between automation, personalisation and transparency. This article explores how AI can strengthen, rather than replace, the advisor–client relationship, the foundations required for safe and effective deployment, and the steps firms must take to scale personalised engagement responsibly.
5 min. read
19 November 2025
Wealth Dynamix is now fully acquired by Indosuez Wealth Management and appoints Romain Jérome as CEO, accelerating global growth and digital innovation.
3 min. read