wealth management trends
From: Helena Kelly (@helenakelly__)
also keen to chat to wealth managers based in the north !! #journorequest
Suggested talking points
Regional wealth managers in northern markets are navigating distinct regulatory and tax planning considerations that differ materially from London-centric advisory models, particularly around business succession planning for family offices with manufacturing and industrial heritage assets.
Client asset allocation patterns in northern wealth management show growing demand for direct infrastructure and energy transition investments, reflecting regional economic exposure and ESG mandates that diverge from southern-focused institutional portfolios.
Northern-based wealth practices report rising competition from remote advisory services, requiring differentiation through specialized expertise in generational wealth transfer within geographically concentrated entrepreneurial clusters rather than generic digital wealth platforms.
Position as a northern-based wealth manager who can discuss how regional economic realities and client demographics are reshaping advisory service delivery differently than national trends suggest.
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