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Wealthify's Pearce: how online DFMs can build trust

How can online wealth firms build trust with clients?

Wealthify co-founder and CIO Michelle Pearce has her own theory, believing that digital wealth companies need to take the initiative here, rather than rely heavily on clients to - as with traditional wealth management - help build a brand. 

Pearce also addresses the FCA's concerns over online DFMs suitability failings and Cardiff-based Wealthify not being London-centric. 

She also discusses partnering with other fintech firms.



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Profile: how Rathbone Greenbank caught the ESG client wave

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