“The wealth management industry needs to evolve to stay relevant and competitive in Europe.” That was the warning of Bartosz Golba, a research director at data and analytics firm GlobalData.
Speaking at Objectway’s OWIN23 conference last week, he argued the wealth management industry needs to clearly define its goals and properly assess its own abilities before embarking on radical change projects.
Individual firms will need to do this effectively in order to remai...
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