Part 2 of an interview with Ian Woodhouse, Head of Strategy and Change and Wealth Mosaic. Discussing the findings from the firm’s wealth management C-level survey and in this second part of the conversation, covers:
What differentiates high performing wealth managers from the rest?
What issues do wealth managers face in dealing with legacy technology?
What is happening with the client base and client segments?
How well are wealth managers doing in managing change and what are their main challenges?