Our CEO Stephen Davies was recently featured in Hubbis, sharing his perspective on how independent wealth managers are navigating a more complex operating environment, and what it takes to stay relevant in a rapidly evolving industry.
A few themes that came through:
– As private banks raise minimums and automate service, more clients are finding themselves underserved, and independent firms that prioritise service are well placed to fill that gap.
– The client conversation has shifted from portfolio performance to long-term life planning, and that calls for a more holistic, long-term approach to the advisory relationship.
– At Javelin, if a client calls, the phone is picked up within three rings by a human being, because accessibility is becoming increasingly rare and valued.
Read the full article here: https://backoffice.hubbis.com/article/javelin-wealth-management-navigating-complexity-through-focus-service-and-selectivity
Javelin Wealth Management is aware that a third party has recently attempted to impersonate our firm online using the name “Javelin Wealth Global”. They are using a similar looking website, but with an unauthorised contact number. This may mislead individuals into believing they are communicating with our firm or its representatives.
Please note that this party is not affiliated with Javelin Wealth Management in any way.
We strongly advise visitors to verify all contact details independently before sharing any personal or financial information. If you are unsure whether a communication is genuine, please contact us directly using the official details on this website.
Javelin Wealth Management has notified the relevant authorities of this matter and has contacted the relevant web host to remove the offending website.
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