The Findings
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ARE YOUR CLIENTS EXPECTING YOU TO ENSURE THEIR PORTFOLIOS ARE ESG? OR DO THEY STILL JUDGE SUCCESS UPON THE BASIS OF PERFORMANCE? AND IF THEY DO ASK FO
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ARE YOUR CLIENTS GETTING VALUE FOR MONEY?
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ASSET ALLOCATION: WHAT IS THE NEW NORMAL IN THE WAKE OF THE DEATH OF THE 60:40 PORTFOLIO?
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Attracting the investors of the future
There has been insufficient time spent looking at the future customer base – however the consensus was that it is very difficult due to factors such as Brexit to make things unclear.
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Bank ®evolution – understanding Banking's role in customer's life