We once again were very pleased to sit down with James Goad, Co-Managing Director from our partner, Owen James. In this video interview, James gave us his views on the key concerns facing the wealth management C-Suite and his opinion on aspects of innovation and disruption in the sector.
Specifically, James ran us through:
- What he sees as the main issues keeping the wealth management C-Suite up at night
- Why the wealth management sector is behind the curve on innovation and change
- What factors he feels will make the industry become more innovative
- Who he believes will be the biggest disruptors in and around the wealth management sector
- Where he feels these trends and developments are taking the industry
Thank you once again to James for his time and insights and for his colleagues for their support in organising.
More insights to follow soon.....
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