Another year, another of our annual rooftop socials at Wagtail facilitating engagement between innovative minds in the wealth management and fintech industries, encouraging lively discussion on Lombard lending solutions and idea generation. This social collaboration lends itself perfectly to examining emerging trends in the Lombard lending world, which finds itself increasingly at the forefront of wealth management discussions across the country. In between tasty hors-d’oeuvres, attendees swapped notes on some prevalent topics. 1. Integration over interruption Advisers wish to offer solutions to their clients which cause as little disruption as possible to the substantial relationship they have spent years developing and wealth building. With our model, Lombard lending can be integrated as an additional benefit to the borrower without detracting from their portfolio. 2. Lending for everyone Having been previously reserved for the ultra-wealthy, Lombard lending solutions may not have been on the radar of advisers or their clients. Continuing our mission to democratise the solution for everyone, our messaging remains strong and clear: Lombard lending can be an effective tool for the mass affluent. The innovative solution can be used to manage both sides of the balance sheet and unlock ‘bank of mum and dad’ in a sophisticated manner. 3. Technology tour de force None of this would be possible without the significant advancements made in technology over the last few years. We have capitalised on the cutting-edge, streamlining onboarding and implementing real-time portfolio monitoring to ensure this service can be available to a wider audience. Advisers benefit from clear oversight of their clients and the data can be used to inform productive conversations. Join the Network Each year, this landmark event sees new faces join familiar friends in the pursuit of building innovative solutions for clients. It’s a chance to network, promote, relax, and brush shoulders with the industry’s most creative minds. We are at the centre of this network, facilitating relationships built on shared values. How Firenze is leading the Lombard discussion Each year, this landmark event sees new faces join familiar friends in the pursuit of building innovative solutions for clients. It’s a chance to network, promote, relax, and brush shoulders with the industry’s most creative minds. We are at the centre of this network, facilitating relationships built on shared values. Our event We’d like to extend our sincere thanks to all attendees of the event at the Wagtail, who ensured it was a huge success. Have a browse through some of the images from the event below.
Looking for Lombard lending: How Firenze helped an adviser at Brooks Macdonald move faster than a private bank – and keep the assets A
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