BT issue 16 VF - Flipbook - Page 38
ISSUE 16
§
THE EVOLUTION
OF WEALTH MANAGEMENT:
A CENTURY’S PERSPECTIVE
Written by Peter Salkeld, Joint Managing Director
W
ealth management, a crucial aspect of the financial world, has undergone a remarkable transformation
over the past century. This evolution has been shaped by a confluence of technological advancements,
regulatory changes, societal shifts, and the continual refinement of investment strategies. This article
takes a panoramic view of the metamorphosis that has unfolded, shaping the way individuals and institutions
manage wealth today.
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