In this latest edition of Wealth DFM Talk, the monthly podcast from Wealth DFM, we welcome Adam Peters, Head of UK Retail at AllianceBernstein. Adam joins us to talk all things asset managers, outlining what they should do to futureproof themselves.
Together, we discuss the relationship between asset managers and wealth management, assessing how that relationship has transformed over time. Then, we look ahead to the next few years of asset and wealth management, with Adam revealing what he expects will define that period.
After that, Adam explains what is intended when people call for more customisation from asset managers, before sharing some extra tips for asset managers who are looking to build strong relationships with wealth managers, in an era where AI is prevalent.
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