Around the World

Around the World

In this episode, Angelo speaks with Cath Tilloston,  co-founder of UK based Scorpio Partnership. Cath shares her insights from overseeing many global research assignments covering client engagement and the client experience, brand identity and value proposition, client segmentation, asset allocation, and the investment process, regulatory change in the onshore and offshore environment, the role of technology and philanthropy.

Many families are questioning the value of wealth management - it has created a very challenging… Click To Tweet

Mentioned In This Episode:

  • Examining the current challenging environment for wealth managers
  • Real assets and managing those investments
  • Trends within the SFO community around the world
  • Technology and security concerns from a wealth management perspective

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