12/06/2019
CFA Institute Says Firms Must Act Today to Take Advantage of AI and Big Data Opportunities
Survey reveals investment industry is in early stages of adopting AI and big data analytics
Comment, Analysis & Research
12/06/2019
Top Trends in Wealth Management 2020
As wealth management firms enter an experience- versus product-led era, understanding structural changes in customer profiles and expectations has become critical. Our report aims to explores and analyze the top wealth management trends for this year and
12/06/2019
Corporate Crime update - December 2019
The SFO has published a speech by Sara Lawson QC
12/05/2019
AJ Bell has 'most profitable' year to date
The firm’s platform business had underlying net inflows of £3.2bn.
12/05/2019
No short-term recession but global growth will slow down, Santander WM
For the company, equities is the asset class presenting better return/risk ratio.
12/05/2019
Financial Services Firms Struggle to Use Data to Support Business Decisions
These were among the key findings of a recent survey commissioned by Asset Control
12/05/2019
Tax revenues have reached a plateau
Working with over 100 countries, the OECD is a global policy forum that promotes policies to improve the economic and social well-being of people around the world.
12/04/2019
Philanthropic Giving Among UHNW Individuals Exceeds $150 billion
New Wealth-X Report Reveals Global Insights and Trends Among Major Donors
12/04/2019
Global bank job cull exceeds 70,000 in 2019 with UniCredit’s 8,000 cuts
UniCredit says its next round of job cuts will help eliminate €1bn ($1.11bn) of gross expenses.
12/04/2019
State Street Global Advisors Global Market Outlook 2020 – “The Only Way Out Is Through”
“Despite current headwinds, over the longer term, value may be realized in EM equities, although investors may require a bit of patience”
12/04/2019
Seven ways to shield your family's inheritance: Damning report blasts complex tax laws
The Treasury currently rakes in about £5.7 billion a year from inheritance tax — with this annual windfall set to rise to £6.9 billion by the tax year 2023/2024.
12/04/2019
Financial firms struggling to assess risks of disruptive technologies - Accenture
Disruptive technologies are changing the way banks manage threats to their business,” said Peter Beardshaw, UK & Ireland Head of Finance & Risk at Accenture.
12/04/2019
Financial services firms continue to outsource mid-to-back-office operations to remain competitive
With or without AI, outsourcing can provide significant benefits.
12/04/2019
At last, robots can help us decode what central bankers are really saying
Sometimes the central bankers make it easy.
12/04/2019
Europe’s Fund Managers Continue to See Value in the Direct Approach
Institutional investor allocations to direct lending funds are set to rise, despite the risks
12/04/2019
The Emperor’s Old Clothes by Tim Price
There can be few fields of human endeavour in which history counts for so little as in the world of finance.
12/03/2019
Next Gen: Thomas Gehlen, Kleinwort Hambros
This week we chat to Thomas Gehlen, Portfolio Construction Associate at Kleinwort Hambros.
12/03/2019
Revealed: The first four advice firm shortlists for the 2020 PA Awards
These awards seek to award excellence both within the financial adviser profession and the broader financial services sector that provides them with the products to best serve their clients.
12/03/2019
Family office investment into European startups jumps fivefold
The money invested in European startups by family offices or rich individuals has risen fivefold in the past five years.
12/03/2019
Saxo Bank 2020 Outrageous Predictions
With a popular mandate and strong majority in Parliament, Boris Johnson is in stronger position than ever to come back to the negotiating table in Brussels.