Knowledge

Platform Evolution in the UK

Date Uploaded: [ 26-06-2007 ]      Filesize: [ 37k ]

Miles Joseph, Consultant, Morse Management Consulting, presented at the upcoming Platform Evolution in the UK.  



Miles addressed the extension of the wrap platform to High Net Worth investors, covering:

• How do the needs of the private banks and investment management firms differ from the services on offer through wrap platforms? 
• What are the operational implications for servicing this community? 
• What additional functionalities would be required for the wrap platform to be an attractive proposition to this client segment?

To view the presentation, please click on the link below

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