Private Wealth Management Archives

Tag: Private Wealth Management

UCD2012 Karl Smith UCD UX within investment banking and wealth management

April 26, 2014 Article

The world of finance and wealth provides unique problems for the UCD UX consultant, this short session will describe some of them, how to circumvent them and how UCD UX can make a critical difference to the project’s success. Missing a couple of slides. YouTube Video of Slides: http://youtu.be/EJ3GiWoSFjk I will publish the video of Read More

Strategic and lean thinking in private investment and asset portfolio management, part 1

April 10, 2014 Article

This article is intended to review the current process problems that many investment and wealth management companies are attempting to solve. For many years these businesses have been wreathed in secrecy regarding how they do, what they do, often this has not been by choice but merely a by product of business processes that have Read More