To what extent are support teams part of a wealth management firm’s growth? How can a good team reduce client…
Differentiating client experience through high-quality support in Wealth Management
Advisers understandably get a lot of credit for great client outcomes. However, our experience of working with adviser firms across…
Gayle Waller
The importance of specialisation in scaling a wealth management business
We’ve had a ringside seat in watching some of the most innovative wealth managers grow. One of the cornerstones of…
Kelly Biggar
Succession – Market Update Apr 24
MD Simon Roderick on the Norwegian wealth fund, podcasts & the importance of succession planning.…
Simon Roderick
The importance of Sales Enablement: Empowering your teams for success
What exactly is sales enablement, and why should companies be prioritizing it in their operations? Why companies are turning to…
Chloe Tillman
Charting the course: Key considerations for appointing your first COO in Fintech
Fram has worked with a wide range of fintechs including lenders, reconciliations specialists, and wealthtechs. Here, we delve into the…
Simon Roderick
Wealth Management executives in Private Equity backed environments – what skills are required?
Many wealth managers have historically been privately owned SMEs, or partnerships, and the emergence of PE investment means that a…
Kelly Biggar
How can COOs enhance Operational Resilience in Asset Management and Hedge Funds
Chief Operating Officers are front and centre in fortifying operational resilience amidst an ever evolving and complex landscape. How can…
Simon Roderick
What factors to consider when in-housing compliance in Wealth Management?
The decision to in-house compliance in wealth management requires careful deliberation and comprehensive planning. Here are some key things to…
Kelly Biggar
Understanding the distinction: Sales Support vs Sales Enablement
While both sales support and sales enablement play critical roles in supporting sales efforts, they differ in their scope, focus,…
Chloe Tillman
It could soon be a good time to be a job seeker – Market update Easter 24
I’ve been quite vocal about 2023 being a difficult year for the financial services industry. However, I am happy to…
Simon Roderick
Strategic Priorities for CFOs in 2024 – a turbulent year
Tensions in the Middle East, a war in the Ukraine, China sabre-rattling with Taiwan, and with half of the world’s…