Wealth Management: The digital shift
The investment & wealth management industry is going through a monumental digital shift. Before 2020, digitalisation had long been...
About Me
James’s is an experienced Investment & Wealth Management leader who focuses on helping clients effectively execute on their strategic vision. His experience ranges from supporting M&A and due diligence, through to developing and building new business units and entering into new markets, delivering Target Operating Models from conception through to operational build and go-live, vendor selection, and operational efficiency.
James Alexander's Passles
Financial Services Insights - Deloitte experts share their thought leadership and insights
Wealth Management: The rise of social impact investing
The pandemic has disrupted many parts of our lives, both domestically and commercially, but whilst the daily pace has slowed, many social...
4 Imperatives Investment & Wealth Managers Have to Deliver to Transform Distribution
After more than 3 months of remote working, will client facing and sales roles in investment and wealth management ever be the same...
Saint or sinner? 3 questions Investment Managers need to consider when developing their ESG proposition
The latest FTfm was focused on sustainable investment. Along with Morningstar data showing that sustainable funds just had their second...
Lessons from Wealth Managers in APAC: Navigating towards a 'next normal’ after COVID-19
As European countries slowly start to relax their lockdown restrictions, we have looked to the experience in Asia to see what lessons can...
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