May 17, 2022
Consumer Duty – How prepared is the advice sector?
As part of the FCA’s continuing drive to place the consumer front and centre, the forthcoming Consumer Duty aims to drive a fundamental shift in the industry mindset.
Regulation and market maturity mean winners can keep winning – if they avoid big mistakes
Wealth management is domestically focussed but regulation – and the need for optimal scale – is challenging players across many countries to re-think operating models, the approach to consumer engagement, the interaction with financial advice and inorganic growth strategies.
NMG works with wealth managers including pension administrators, platform providers and financial advice firms to navigate this changing environment with a focus on inorganic growth, distribution, marketing and market participation strategies.
For more information on how NMG can help transform your wealth management business, contact one of our partners or consultants below.
As part of the FCA’s continuing drive to place the consumer front and centre, the forthcoming Consumer Duty aims to drive a fundamental shift in the industry mindset.
With growing allocations of private capital into the long-term savings market, small independent Master Trusts offer an opportunity to private equity investors.
Industry:
Jane leads NMG’s custom insights practice in London. She is responsible for NMG’s qualitative and quantitative bespoke client studies in the UK and Europe, with a specialist focus in wealth and asset management.
Industry:
Oliver leads NMG’s North American operations and is focused on the wealth management, asset management and pensions industries. He works closely with senior management teams and boards on M&A engagements and strategic…
Industry:
Hamish is responsible for NMG’s global insights practice. He has extensive experience in the asset management, wealth management and insurance industries, particularly in areas of distribution strategy…