We’re pleased to release the latest edition of our Wealth & Technology Insight Digest (WTID), covering the three months from April to June 2023.

The WTID offers readers a brief coverage and analysis of the main technology and related news and developments that we saw through the second quarter of 2023 across the wealth management sector, such as developments in digitization, customer experience, mergers and acquisitions, AI, crypto, and more. It also includes an analysis piece from our partner Alois Pirker from Pirker Partners, on the opportunities offered by generative AI technology.

Sitting behind the free-to-access analysis is a repository of over 400 News-in-Briefs that are accessible to WTID subscribers only. You can sign up for an annual subscription to the WTID NIBs from £595.00, though TWM Members have access to a 20% discount! Get in touch with us if you’re interested in subscribing at office@thewealthmosaic.com

Read the WTID for Q2 by clicking on the image below: