Towry, a UK-based wealth manager, is set to supplement its traditional face-to-face offering with the launch of online services for its clients.
The services will initially focus on letting clients view portfolio valuations and make minor portfolio adjustments.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Later on, the online services will also enable clients of the firm to complete transactions.
Towry CEO Rob Devey said: "We, like many other wealth managers, have been a face-to-face driven service. The whole of the services industry is changing, people’s expectations are changing. The iPad has changed everything. We need to respond to that."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
