Finance

Not drowning, just waving

By all accounts, 11 October 2013 was a seminal day.  It was the day on-line media spewed out endless stories about the “Digitalisation of Delivery”, the 2nd D-word in our series on macro themes profoundly affecting the wealth management industry.

According to the press that day, the industry is about […]

By |October 28th, 2013|Finance, Strategy|0 Comments

Mark Twain on Wealth Management Valuations

Vale Valuations?

Mark Twain, the great American author, is credited with the famous quote – “reports of my death have been greatly exaggerated”.  This followed an article in the New York Journal of 2 June 1897, wrongly recording his demise.

Much has been written about the death of valuations for wealth […]

Much More Than Just a Sales Call

In our first blog, “Forget the F-word”, we touched on the D-words that are having profound effects on all industries, especially financial services and wealth management.  We itemised the D-words as:

Democratisation of content
Digitalisation of delivery
Disintermediation of the value chain.

At T&C, we also identified a fourth, emerging dynamic – Disaggregation.  […]