This year’s survey covered ongoing issues such as such as compliance, cyber-security and outsourcing, as well as exploring all the exciting technology innovations firms are now putting to work.

The results are now in from the Technology & Operations Trends in Wealth Management Survey for 2018 – an annual study by WealthBriefing and SS&C Advent which is now in its fifth year.

This survey forms the basis for a report which is one of this group’s most popular pieces of research, tackling as it does all the key fintech and functionality challenges facing wealth managers globally today.

This year’s survey covered ongoing issues such as such as compliance, cyber-security and outsourcing, as well as exploring all the exciting technology innovations firms are now putting to work. As ever, the resulting report will prove an invaluable benchmark for all manner of firms and a source of cutting-edge insights from a panel of technology experts drawn from across the industry. Among the leading firms fielding senior executives are: HSBC Private Bank, Kleinwort Hambros, RBS, Schroders, Artorius Wealth and Seven Investment Management.

The report will be officially unveiled at an exciting panel discussion event featuring several of these commentators on 16 May at London’s prestigious Carlton Club. Attendance is free as part of WealthBriefing member benefits - and confers CPD credits - so we look forward to welcoming as many interested professionals as possible for a lively debate. 

To register for attendance, please click here. 

We are delighted to launch the survey which will form the basis of our Technology & Operations Trends in Wealth Management Report for 2018, and we want to encourage as many wealth management professionals as possible to take part.

One of our most popular pieces of annual research, Technology & Operations Trends explores all the key fintech and functionality issues facing wealth managers globally today.

As ever, our findings will be illuminated by commentary from an Editorial Panel comprised of the most senior wealth management executives, consultants and technology experts. The resulting report will therefore provide a holistic overview of where the industry is heading and an invaluable benchmark of where your organisation stands against its peers.

All participants in the survey will receive priority access to the report, which will launch in Q2. 

Developments in technology and operations are happening at a dizzying pace. Discover what leading institutions all around the world are doing to position for growth by making sure you have your say!