In the latest edition of our LexisNexis Risk Solutions Facing Change series, we’re joined by Charlotte Thorne, Founding Partner at Capital Generation Partners, an independently-owned boutique wealth management firm with a unique approach, being built around exceptional investment thinking and customer service, rather than product sales.
Charlotte talks about:
The impact of COVID-19 on the sector and whether financial services got off lightly in terms of business disruption, compared to others?
CapGen’s unique approach that led to it winning a coveted industry PAM award for high-quality customer service. Charlotte explains how CapGen’s approach makes them stand out.
To what extent the pandemic has impacted customer service delivery for wealth management clients and whether client expectations have changed?
Whether the ongoing disruptions of COVID-19 are dragging the sector further towards digitalisation, and is it a good thing for the industry?
Is the current global crisis the biggest test yet for the wealth management sector and financial markets as a whole?
The challenge of ever-tightening regulation and global sanctions on the wealth management sector and the effects on individual businesses – is more and more resource being ploughed into due diligence?
Is due diligence just a compliance cost, or does getting this right represent more of a competitive advantage?