It’s time to focus on the end game…

With so much industry, consumer and regulatory change on at the moment, many firms may benefit from taking a step back and looking at what is going on, and consider the end game (or at least as far as one can see at the moment). Some of the constants are: that to be in business, one must [...]

By | October 22nd, 2019|Being In Business of Wealth Management|0 Comments

Excel may be the best portfolio management software in the world today, however….

We see a lot of private wealth management firms that use excel as the basis for modelling and making decisions on client investment portfolios, and see some distinct commonality in their journey, which is typically: Stage 1 : A motivated set of professionals start a wealth management business with passion and wanting to deliver a [...]

By | October 16th, 2019|Portfolio Propositions|0 Comments

There are no products only services

I read somewhere recently: Products are rapidly evolving into services, these are more connected to customers ecosystems and provide holistic experiences that are meaningful beyond the product/touchpoint. Creating products that live in isolation are progressively disappearing, and one may say that “There are no products, only services” Whether it is these words or others to [...]

By | October 9th, 2019|Portfolio Propositions|0 Comments