The origins of the wealth management industry can be traced back to the 14th century, when wealthy families and merchants in Europe would engage banks who would manage their personal finances. Fast forward to today, the industry has largely retained its traditional, highly personalized image. However, there is a change that’s happening thanks to the shift to Asia and like any industry, it’s driven by technology. We speak to Dominic Gamble, Co-Founder and CEO of findawealthmanager.com about this.

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Tags:  wealth manager