The new cash mindset
What's inside?
The changing conversation on cash
Cash is no longer a sidelined asset: find out why it’s moving up the discussion list for 88% of advisers.
Client confidence versus reality
98% of HWIs believe their cash is optimally managed, yet many lack the tools or guidance for success – learn how to bridge this gap.
The opportunity for advisers
69% clients are interested in cash management. Understand their motivation and build trust with a considered approach.
The numbers that count
7500
+
clients
Simple cash management.
250
+
savings accounts
A carefully selected panel of partner banks.
£
16
bn+
in assets under administration
Where cash flows and grows.
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