PAM Insight has launched its second annual survey into the use of social media within the wealth management sector, in association with Citigate Dewe Rogerson.
The survey is open to all those that serve wealthy individuals in managing their wealth, such as private banks, private client stockbrokers, family offices, lawyers, accountants, financial planners, trust companies and more. The results will be used to create the definitive report into the sector and these modern forms of communication.
“Social media continues to be a hot topic in the sector,” said Tristan Blythe, Group Editor of PAM Insight. “The UK’s regulator, the FCA, has stated it wants the financial sector to use it and that, so long as it used correctly there are potential ‘positive benefits.’ Last year’s survey gave a clear picture of how the wealth management sector used social media, its plans for the future and concerns over this form of communication. This year’s survey will build on this and show how the sector has evolved its social media presence.”
The results of the survey will be released in the autumn. An event is being planned to take place to present the findings to a select audience prior to wider publication. If you are interested in this event please register your interest in the final part of the survey.
The survey can be found here.