Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
Our Co-Founder, Stephen Wall, recently interviewed Madli Lillemägi and Arndt Mielisch from Appway in Zurich to hear the highlights from their recent research report, Innovate to Succeed - The Client Call to Action for Wealth Management, conducted together with Scorpio Partnership.
Facing higher costs and declining margins, private bankers and wealth managers are increasingly under pressure. To escape the commodity trap, they must create new value for their customers. This market study provides first-hand customer insight on how they can become more effective in serving their existing clientele, as well as identify and develop future opportunities. The report is based on our research engagement with Scorpio Partnership (Aon), who interviewed 272 investors across the globe.