Tech-led investment platforms provide a great tool for wealth managers to reach, engage and retain both existing and future clients

Angel investors provide a valuable source of capital to start-ups while often acting as mentors, but they are a high risk venture for high net worth individuals

The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.

Sustainable investing is a growing trend and some wealth managers have realised embracing it is a way to make themselves stand out

It is predicated that the fiduciary rule in the US will mean mass affluent clients miss out on financial advice, just as they did in the UK following the Retail Distribution Review. Wealth managers must respond by filling this advice gap with technology-led solutions such as robo-advice

Crypto currencies are surging in popularity and wealth managers must decide whether to act now to take advantage of the opportunities or to play it safe and wait to see how things develop

Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits

Wealth managers are both trying to manage the fortunes of millennial gamers and incorporating gaming elements into their own offerings