Wealth & Technology Newsletter

Solution introduction

A monthly and focused summary, highlighting the latest wealth management technology-related developments from across the global wealth management sector

Real insight requires process, dedication and a full view of the market. Welcome to our Wealth & Technology monthly summary newsletter

Fitting with our overall aim of delivering dedicated knowledge and support resources around the business of needs of the wealth management sector, our monthly Wealth & Tech Newsletter looks at a broad range of the latest wealth management technology-related developments from across the wealth management sector and then consolidates them into this one accessible resource.

Segmented for focus
Each month, this newsletter will record and publish as many of the relevant developments around wealth management technology as possible. In terms of the structure, rather than just a dump of developments, we categorise each piece into one of 11 segments. See the graphic below for a full view of these segments. As we progress, each segment will become a repository of market information and developments that we will develop and report in more detail through focused reports and projects. 

Analysis on top
In addition to collecting and publishing this content, we will put on our analyst hats to also provide analysis of market developments both looking at individual developments and their relevance as well as identifying and communicating themes that we see as relevant. Furthermore, as we progress with the recording, publishing and analysis, we will distribute this content in other forms such as through minim-reports, infographics and podcasts.

The newsletter is available to solution providers each month as part of their subscription package. For all other users, the newsletter is available several weeks later on our website. 

Headquarters Location

London, United Kingdom

Main Telephone

+44 20 3026 1587

Main Email Address


Solution Details

The newsletter is categorised into the following topics so, as we build this resource out, each topic in itself becomes a rich repository of market knowledge that can be analysed, summarised and repackaged and distributed in different forms.

Key Data

Type of Clients
  • Broker-Dealer
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • External Asset Manager
  • Regional Private Bank
  • Registered Investment Advisor
  • Single Family Office
  • View Others View Less
Client Regional Presence

Wealth & Technology Newsletter

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