Watch: Advanta Wealth on managing client cash during covid-19

15 min read 4 Aug 20

with Craig Webster, Chief Executive and Iain Valentine, Financial Planner.

Is the ongoing coronavirus crisis prompting you to adapt how you manage cash for clients – perhaps holding extra cash or rebalancing more often - or are you staying the course?

We had a video chat with financial planners, Advanta Wealth, about why flexible cash management has become all the more important for them in 2020 – whether it’s to phase a large sum into markets or help ease clients' nervousness about their finances during this challenging time.