'Beware of the danger of creating an underclass of the digitally disadvantaged'

The rise of virtual meetings has highlighted the need for wealth managers to examine and re-evaluate their client relationships.

There is no one-size-fits-all approach, and communication should be tailored to clients’ preferences.

Whether meeting in-person or online, wealth managers should remember to take a personalised approach to their work.

By developing a deep understanding of their clients’ needs, they will be better able to help them reach their financial goals. 

Rob Burgeman is investment manager at RBC Brewin Dolphin