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.
Adam Peters is the Head of UK Retail at AllianceBernstein, where he leads the UK Retail Distribution team. Adam consults on complex investment solutions for their wealth management client base, for their high-net-worth clients.
Disclaimer
Wealth DFM Talk is for financial professionals only and does not constitute investment advice. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and any necessary legal advice should be sought before acting on any information contained in this podcast. The value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
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