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What does the wealth management firm of 2021 look like?

, 03/07/2020

By Ron Tomlinson, CTO at JHC

The Covid-19 epidemic has brought a great deal to a standstill. From empty offices to economic stagnation, the current crisis has pressed pause on life as we know it. 

In the face of such uncertainty, the wealth management sector – often criticised for its slow-reaction times – has been quick to adapt to the new reality, with 33 percent of wealth management firms increasing resources invested in digital tools as part of their response to the crisis, more than any other group of professionals during the pandemic.

As lockdown begins to ease, when it comes to wealth ...


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