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Technology and Operations Trends in the Wealth Management Industry - 2014

Wendy Spires, ClearView Financial Media Ltd, London, 13 May 2014

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The 2014 Technology and Operations Trends Report, produced by WealthBriefing/Weatherill Consulting in association with Ad- vent, builds on the success of last year’s project.

The 2014 Technology and Operations Trends Report, produced by WealthBriefing/Weatherill Consulting in association with Ad- vent, builds on the success of last year’s project. It explores further the themes identified in 2013, but also draws out a whole new set of priorities wealth managers are now pondering. Again, the primary research comprised a series of surveys carried out with technology and operations executives internationally. As readers will note, however, this year’s report is far more qualitative in tone. This change reflects the many subtleties of the decisions wealth managers are now having to make. It is also indicative of the in- tense debate fomented by some current technology and operations trends.

To download the report, please click here

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