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Our insights

Thought leadership and tools to help elevate the conversation and provide opportunities to connect.

video 22 March, 2024

Technology-enabled client experiences

Grayson Greer, Managing Director at Global First Rate, on emerging technologies in wealth management.

video 22 March, 2024

Innovative hiring strategies to attract talent

David Lincoln, Partner at WISE Insights, on sourcing talent for wealth management firms

video 22 March, 2024

Pricing strategies to drive revenue

David Lincoln, Partner at WISE Insights, on realising future revenue for wealth managers

video 5 March, 2024

Three pillars of transformation

Mayank Prakash, Group Chief Operations Officer at Evelyn Partners, on the key elements of wealth management transformation.

video 5 March, 2024

Evolving through technology

Mayank Prakash, Group Chief Operations Officer at Evelyn Partners, on technology opportunities and challenges.

video 5 March, 2024

The changing adviser role

Alex Twiss, Managing Director at Connor Broadley, on the evolution of the adviser relationship.

video 5 March, 2024

Building future foundations

Alex Twiss, Managing Director at Connor Broadley, on the future transformation of wealth management.

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26 January, 2024

Can private credit maintain momentum?

Private lenders played a central role in fuelling growth and innovation in recent years. Can they successfully navigate a more challenging market environment?

case-study 25 January, 2024

Unlocking scalable growth for the future

Michael Allen, Chief Operating Officer at Waverton Investment Management, shares how their strategic partnership with SEI is enabling business transformation to meet their goals.