Wealth managers and advisors are in the midst of unprecedented change and face new and developing challenges daily. The accelerated shift to digital means finding new ways of engaging investors and delivering a truly personalised client experience. While digitalisation is top of mind, other key challenges and opportunities need to be considered, such as progressive fee compression, inter-generational wealth transfer, the growing need for client collaboration tools, the increased focus on ESG investing and managing the vast quantities of data available today.

Having the right data, insights and tools is a vital part of helping firms, advisors and investors make smarter decisions, work more efficiently and take advantage of fast-moving markets. Whether providing market-leading data, customised digital portals or a complete end-to-end workflow solution, Refinitiv is here to help you.

Here, we bring together our top wealth management insights, helping you take advantage of opportunities and navigate challenges, while keeping the needs, desires and values of the investor front and center.