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Cashfac PLC Head Office

50 Mark Lane

Cashfac - Australia Office

Level 31 120 Collins St
Victoria 3000

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Cedar House, Quarrywood Court
EH54 6AX


+44 (0)207 920 0617


Cashfac Marketing Dept
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Cashfac launch research findings on UK wealth management sector transformation

Cashfac, the global fintech specialising in real time operational cash management, have today announced the release of their Wealth Management Review 2021 whitepaper: an in-depth research report on the challenges and opportunities facing the UK wealth management sector in 2021 and beyond.

Commissioned by Cashfac to Goodacre UK – a leading specialist business and technology consultancy – over 120 senior executives from the UK wealth management sector were interviewed and surveyed. These executives provided input from recent experiences at their own firms, combined with future intentions for their respective businesses on the greatest business and operational challenges facing their companies in the next 18 months, including:

• Increasing customer “Self Service”
• Differentiation of the business
• Increasing return on capital
• Changing the business post Brexit
• Reducing the capital tied up in operations
• Managing staff working from home with flexible office returns
• Increasing complexities of compliance

With a foreword from Angela Knight CBE and double-page ‘Expert Opinion’ insights from Mattioli Woods, Ernst & Young and Reed Smith, this 34-page report offers a comprehensive analysis of the significant transformation in the UK wealth management landscape, from how the sector has responded to Brexit and difficulties of the COVID-19 pandemic, to the rapid and accelerating level of fintech adoption.

The full report is currently free to download at

About Cashfac

Cashfac is a global fintech, specialising in real time operational cash management. Their platform is the world’s most widely deployed virtual accounts solution for wealth managers operating in the UK, Europe, the US, Australia and New Zealand. Used by fund managers, SIPP and pension administrators, trading platforms, trust and escrow services, and property managers, Cashfac helps these firms with client money management, client and market settlement, payments, intra-day credit control, and continuous automatic reconciliation for improved productivity and immediate visibility.

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