Wealth Management Review 2021 – Sector Transformation

by Cashfac | White Paper

This 34-page whitepaper analyses survey findings from 120+ senior execs at leading UK wealth managers on the challenges and opportunities facing them in 2021 and beyond, from Brexit and COVID-19 difficulties to accelerating levels of fintech adoption.

With a foreword from Angela Knight CBE and double-page ‘Expert Opinion’ insights from Mattioli Woods, EY and Reed Smith, this review offers a comprehensive analysis of the significant transformation in the UK wealth management sector.

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, delivered via bank partners and direct-to-customer. Used by fund managers, SIPP and pension administrators, trading platforms, trust and escrow services, and property managers, Cashfac helps firms improve the productivity, visibility, automation and regulatory compliance of cash management operations.

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