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Monthly Archives: July 2015

Home 2015 July
Rolling Through Geneva For A Client Visit

Rolling Through Geneva for a Client Visit

  • July 29, 2015
  • thewealthconsultant
  • On the Road
  • 0 Comments

Last week we looked at how the role of the wealth manager is evolving in the face of significant industry disruption, especially in the face of a massive wave of regulation (breadth and depth) as well as shifting client needs away…

Huh… I Have To Add Value As An Advisor!?

Huh… I Have to Add Value as an Advisor!?

  • July 23, 2015
  • thewealthconsultant
  • Insights
  • 2 Comments

As you may have noticed from my last post, at work we recently launched the World Wealth Report 2015. For those of you not familiar, some context… 19th annual year of publication (my 6th year as Program Manager) First 15…

World Wealth Report 2015 Launch In London

World Wealth Report 2015 Launch in London

  • July 21, 2015
  • thewealthconsultant
  • On the Road
  • 1 Comment

If you are still here after my welcome post, then I consider that a small victory. Onwards and upwards as they say! I’ll continue to ease you in gently – we’ll save longer posts for another time. I just wanted…

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