HNW Technology Solutions
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Spear's Black Book
Alex Longton joined digital wealth manager Nutmeg as a portfolio manager in 2013, entrusted to build a book of HNWs and to nurture existing clients. He is also leading on the company’s HNW product development, ‘which will help not only our HNWs, but feed through to our mass affluent clients.’
‘For an industry challenged by legacy systems, high fees and undynamic investment processes, Nutmeg’s cost efficiency and democratisation of wealth management offered the perfect antidote for private clients and first-time investors,’says Longton. The firm manages £1.9 billion in AuM for over 75,000 clients, with an average age of 39: a decade younger than the industry average.
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