10/16/2018
Investors fearful of CRS data breaches: OMI survey
The main reasons why clients are worried about the CRS are that they do not understand it (25%) or that they want to simplify the process, with less personal data being shared (22%).
Comment, Analysis & Research
10/16/2018
How six wealth firms incentivise their staff
We asked six managers what they think about Labour's share distribution plans.
10/15/2018
Ireland especially attractive to money launderers, says expert
Eoin O’Shea says Ireland needs to be vigilant about the dangers of dirty money flows
10/14/2018
Sanlam’s Secret Weapon: Introducing Evolve By Penny Lovell
An initiative started by Jonathan Polin, our Group CEO in 2016, Sanlam Evolve is on to its second cohort.
10/14/2018
Markets in turmoil – our view by Canaccord Genuity
The information provided is not to be treated as specific advice.
10/12/2018
Confronting Climate Change in a Deeply Unequal World
The global reaction to two landmark new reports suggest the world could well lose that confrontation.
10/12/2018
London property owners use their homes as piggy banks
Remortgage rush funds school fees, home improvements and Bank of Mum and Dad
10/12/2018
Public asked for views on the digital economy
People urged to have their say on whether competition in the digital market is being is stifled by powerful tech giants.
10/11/2018
What's on your expat wish list?
The Spanish way of life also helped to secure 2nd place for experience again this year.
10/11/2018
Crypto-asset markets: Potential channels for future financial stability implications
The FSB’s report includes an assessment of the primary risks present in crypto-assets and their markets, such as low liquidity, the use of leverage, market risks from volatility, and operational risks.
10/11/2018
Watch bonds by Tim Price
There is process, and there is outcome.
10/11/2018
What's In A Name? RBS Plans To Become More Millennial-Friendly
Following this, CEO Ross McEwan added that it would take another ten years for RBS’s reputation to recover from the financial crash.
10/11/2018
FTSE plunges after global market sell-off
Analyst highlights ambiguity behind potential of a bounce back as questions and uncertainty increases over FANGS and tech companies
10/11/2018
Revealed: All the winners at the Women in Financial Advice Awards 2018
The Women in Financial Advice awards have been created by Professional Adviser and its sister publications Cover and Retirement Planner to celebrate the achievements of women working within the financial advice community as well as the broader financial s
10/11/2018
Beneficial Ownership Registers: A step forward, or unnecessary nuisance?
Global wealth management administration and accounting systems provider Touchstone in August acted as co-host with Hubbis for two private discussions in Hong Kong and Singapore on the role and the potential impact of these new public beneficial ownership
10/11/2018
Limited upside for Schroders in wealth tie-up with Lloyds, analysts say
Industry observers question whether the joint venture under discussion will drive growth at the asset manager
10/11/2018
Today’s wealth management industry is as deceitful as the tobacco companies of the past
This is a clear statement of intent to change how these wealth management companies run their future business objectives.
10/10/2018
Mark Manders wins Van Lanschot Kempen's 2018 Art Prize
Together they make up Manders's own universe and create new connections.
10/10/2018
How much cash are these five wealth managers holding?
With some investors anxious about the state of the global economy, we asked our readers how much cash they currently hold.
10/10/2018
Banks’ massive IT failures drive consumers to switch to alternatives
These alternative banking options are ideal for those who frequently travel as they can be used wherever, whenever.