12/21/2020
More than just uncovering how things look like today, these experts shared their profound understanding of how processes and the client experience of banking will change in the years to come.
12/21/2020
More oil and gas firms are “pivoting” their business models towards shareholder returns and away from high risk and reward exploration, an analyst has said.
12/21/2020
Unpicking details of these strands, he says: ‘We should be seen as one of the world's serious wealth management centres.
12/21/2020
There are various goals which can be allocated to digital solutions
12/21/2020
In this outlook, we don’t focus on the past, rather, we look ahead at what we believe will shape the investment landscape in 2021 as the global economy recovers from one of the worst recessions on record.
12/18/2020
Lessons need to be learned and recommendations acted upon to ensure that future failings like this do not occur.
12/18/2020
As homeworking rumbles on for another few months, fund houses are questioning whether new recruits will be able to learn on the job in the same way as their predecessors.
12/17/2020
Wealth Management: Market Perspective - Rothschild
Although a rotation to more cyclical sectors and regions has led us to tilt our top-down advice slightly in their direction, we are not yet confident enough to bet on these 'new' winners or against the reigning champions.
12/17/2020
UK adults aim to spend or give away their money before they die
Most British adults, however, do expect to pass on most of their wealth to family and loved ones.
12/17/2020
Our recent survey shows 56% of asset managers are considering changes to their compensation structures and nearly every asset manager is rethinking how to measure sales success.
12/17/2020
Five funds for an optimistic 2021
In the UK Brexit news has weighed heavily, but the end of 2020 brings a glimmer of hope to investor.
12/17/2020
Citigroup Saudi Arabia and Goldman Sachs Saudi Arabia acted as joint bookrunners and joint brokers on the transaction.
12/17/2020
Are markets too complacent? Eye the consensus with caution – Graham Wainer
The result is that the consensus for risk assets is very bullish.
12/17/2020
The Future of Work
From remote to hybrid
12/17/2020
The survey highlighted that the majority (84%) of asset managers have lost investors to digital-first disruptive competitors in the previous 12 months.
12/16/2020
Invesco CIO on the progress made post-Barnett
As part of the shake up, James Goldstone and Ciaran Mallon took over as co-managers of the funds.
12/16/2020
29% of women think having a financial adviser of the same gender is desirable, compared to just 1% of men.
12/16/2020
PIMFA calls for FCA fines to contribute to FSCS until long term solution to the levy is agreed
This would either limit FSCS levy increases to a more manageable level or, potentially, reverse FSCS levy increases altogether.
12/16/2020
Key considerations for evaluating shadow services options
Managers take a number of different approaches to shadowing.
12/16/2020
Greater than the sum of the parts - excellence through collaboration
FinTech innovation and the need for agile, flexible wealth management operating models means technology providers should combine forces to create valuable services, says Tom Williams, CEO of Point Group