Webinar Replay: Drivers of Client Trust in Wealth Management – Thur 14th May 26

May 14, 2026

Trust is the defining asset in wealth management, yet it is often misunderstood. This webinar explored what truly drives long-term client relationships, looking beyond performance to the deeper factors that influence retention over decades. It examined how trust is built, sustained and evolved, from intergenerational engagement to the importance of consistent and transparent communication.

The session also addressed the risks to trust that are often underestimated, including operational failures, adviser turnover and the growing importance of cyber resilience and robust infrastructure. With a focus on practical insight rather than theory, the discussion provided a clear perspective on how wealth managers can strengthen client relationships and deliver consistently positive outcomes in a competitive and highly regulated environment.

If you want to discuss the themes raised, or set up an informal chat, please contact us below.

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Your Speakers

Anthony Scott

Anthony Scott is a senior leader in wealth management with over 25 years of experience across investment management and financial planning. His career includes both managing client relationships and leading investment teams, including previous roles as Head of Investment Management, Charles Stanley. He brings a broad perspective on how high-quality advice, operational excellence and strong leadership combine to build and sustain long-term client trust.

He is now Managing Director, Business Development, for Raymond James Wealth Management.

Simon Roderick

Simon is Fram's Managing Director, and he will be co-hosting the webinar. He graduated in Law from Queen Mary, University of London, and prior to founding Fram in 2010, Simon ran the Wealth and Asset Management practice of a West End based executive search business.

About Raymond James

Raymond James Investment Services, part of Raymond James Wealth Management Group Ltd. established in the UK in 2001, is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for our clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for more than six decades.

About Fram Search

Established in 2010, Fram Search is a specialist recruitment firm with deep expertise in the wealth management and financial advice sector. We work with national firms, consolidators, and SMEs, supporting appointments from C-suite to operations and compliance. Our long-standing focus on the financial advice market means we understand how evolving regulation shapes talent strategy. As firms respond to shifting regulatory expectations, we help clients build the leadership and infrastructure needed to adapt with confidence.