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Insights & Expertise

We’re fascinated by the continually evolving UK wealth management industry and how it can be powered by new technology. Here, people who share our passion can come together and collaborate on ideas and projects.

If you would like to share your own written content here – or indeed any requests for topics you’d like to read about here – please get in touch. We’d be delighted to hear from you.

Evotra CEO named Wealth Managing Director of the Year by SME Awards 2022

Wealth | 23 May 2022

Evotra’s Chief Executive Officer Sally shares her story about Evotra’s journey and how we are just getting started.

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Three ways the war in Ukraine is accelerating the move to renewables

Wealth | 23 May 2022

Russia’s invasion of Ukraine has prompted a sharp re-evaluation of the way Europe generates and distributes its energy, says AXA IM fund manager Amanda O’Toole.

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A quick guide to selecting financial planning and CRM software

Business | 16 July 2021

Making technology changes in any business is an uncomfortable process; financial advisory practices are no exception. 

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Evolution.
Transformation.
Mastered.

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