07/21/2021
The New Customer Relationship in Wealth Management
These interactions are captured digitally, providing volumes of data which can be used to identify services and opportunities specific to my needs; “good, personalised service” dead not dead, it has just become digital.
07/20/2021
Is your direct lending strategy fit for purpose?
The potential opportunities created by this void are an attractive proposition for private capital funds.
07/20/2021
This included direct cryptocurrency investments or exposure through stocks of cryptocurrency companies or other investment products.
07/20/2021
This increase comes despite the enforced delay to the easing of all restrictions announced by the government in June.
07/20/2021
Finding the right balance with hybrid client experiences
The new digital solution allowed clients to validate their identity via a video call with a Relationship Manager and complete the rest of the process online, including secure digital signatures for account opening agreements.
07/20/2021
British Expats Abandoned by Financial Adviser and banks over brexit rules
Many expats who have been affected by the changes to advisory and banking rules have sought alternatives with providers that already operate under pan-European rules in order to have a continuity of service and to sidestep avoidable problems.
07/20/2021
WealthTech Spotlight: In discussion with Alt/Ave
Chris chats to us about his background and reasons for setting up ALT/AVE, his team, the offering the firm has brought to market and its benefits, why it was built on Blockchain, their target market and more.
07/20/2021
Those surveyed included high net worth investors, family offices, digital and traditional hedge funds, financial advisors and endowments.
07/20/2021
Ukraine bank chief warns over ‘destructive influence’ of oligarchs
Kyrylo Shevchenko says plans to tackle corruption and privatise state-owned lenders are under threat
07/20/2021
NED contribution added value to the firm with most believing the NED role improved profitability.
07/20/2021
Our global survey of alternative investment managers revealed that 70% expect to increase the amount of functions they outsource
07/19/2021
Malta’s true colours beyond grey
Local businesses were the main drivers of this evolution and today we measure our business ecosystem against the highest international standards.
07/19/2021
Banks are becoming bitcoin banks whether they like it or not
Banks providing cryptocurrency services but not believing in their viability is a fine line to tread.
07/19/2021
Jupiter chief says buyout firms should not be blamed for UK raid
At record low interest rates, pension funds are allocating more money to buyout companies in pursuit of higher returns.
07/19/2021
The private equity backlash against ESG
Why buyouts may be fuelled by a reaction against right-thinking public companies
07/19/2021
Is it time to get more ‘active’ about your investments?
Looking longer-term, it is predicted the global economy will experience two to three years of above-trend growth – which should translate into positive earnings growth.
07/19/2021
Over two-fifths of Hong Kong migrants plan to start business in the UK
The UK could be set for an entrepreneurial boost from an unlikely source – with almost half of wealthy Hongkongers coming to the UK set to start their own businesses.
07/16/2021
The FCA needs to use the tools already available to them better.
07/16/2021
For their pensions, Rathi can expect £29,000 to head into his pension pot while Woolard will get £15,000.
07/16/2021
This will postpone the need for any real price reductions in the short term and allow those charging over 0.30% to keep some parity with the cheaper providers in the market.