05/24/2017
People are twice as likely to trust a robot for heart surgery than with their savings, finds study
Just 7 per cent of people would trust a robot with their savings, versus the 14 per cent willing to submit to a machine for heart surgery
Comment, Analysis & Research
05/24/2017
Rising trend in deals between UK SMEs and corporates threatened by 28% fall
What’s more this may be on the increase, with 81% of deals involving financial services firms in 2016/17 being minority stake purchases.
05/24/2017
Brits warming to online banking - Nationwide
“Innovation in personal finance is clearly something that intrigues people, as three in five believe we will be paying for everything via our thumbprint by 2037.”
05/24/2017
Challenger banks leading the way in UK, research shows
The third annual PACE (Performance Against Customer Expectations) study surveyed 1,000 British banking customers, asking them about their banking experiences and how well their provider is meeting their banking needs.
05/24/2017
560,000 employed in Europe’s AM industry – EFAMA
Europe ranks as the second largest market in the global asset management industry, managing 31% of the total amount of assets managed globally at end 2015, €68trn.
05/24/2017
Fund and wealth firms on cusp of 'historical' shift - RESEARCH
Forty-four deals took place in the first quarter of 2017, and Casey Quirk expects 2017’s volume to likely outpace the last two years.
05/24/2017
Living together in later life seriously damages your wealth
Many tax and benefit rules do not recognise cohabitation and thereby treat cohabiting couples as second class citizens.
05/24/2017
A complete income fund universe and 360° analysis determine Income Diamond Ratings from Defaqto
The unique ratings have been designed to give advisers a solid framework around which they can both position and recommend income funds.
05/23/2017
Fee innovation in investment management overdue
UK consultant LCP’s latest fee report, published last month, shows that of 22 strategies analysed, only eight rose in the years since 2011.
05/23/2017
BNY Mellon European chair says big banks are planning for 'the most challenging scenario' on Brexit
Brexit is a natural opportunity to expand roles within our European footprint, should we deem it necessary to do so in the future.
05/23/2017
Where will be the UK's top property investment hotspots over the next 3 years?
The research also surveyed high net worth investors from across the UK, to reveal where and why they plan to purchase property in the future.
05/23/2017
St. James’s Place – “Political ructions”
Criticism outweighs approval on both the Conservative and Labour manifestoes; the Conservatives risk UK businesses “being left in the starting blocks because of a blunt approach to immigration” and Labour “fails to offer the pro-growth a
05/22/2017
On growing the pie, not eating it by Tim Price
It is also an exposure of the biggest lie in British politics: that national insurance is a separate levy which is set aside to pay for this kind of thing. It isn’t.
05/22/2017
President Trump is the single biggest threat to investors’ portfolios
President Trump poses the greatest risk for regular investors in the world - even ahead of a possible recession in China - but there are also important opportunities, affirms the CEO of one of the world’s largest financial services organisations.
05/22/2017
Money flowing into sovereign wealth funds declines to $7.4tn
Fall in oil price strains state-backed investment vehicles, as countries withdraw
05/22/2017
Could citizens’ wealth funds halt the dominance of the financial elite?
Eventually the revenue stream could be significant.
05/22/2017
Rapid growth in FinTech credit carries opportunities and risks
The profile of investors, which platforms match to borrowers, also differs across countries.
05/22/2017
Standard Life’s David Tiller on why platforms are misunderstood
Standard Life head of adviser propositions and strategy on the increasing conflict of a one-size-fits-all approach to platforms and the emergence of a new model wealth manager
05/22/2017
How UK advisers positioned clients in Q1 2017
The latest UK Portfolio Barometer report from Natixis shows investment professionals have reduced their clients’ exposure to equities and upped their weightings to absolute return funds.
05/21/2017
'An investment in knowledge pays the best interest'. - Benjamin Franklin
Press coverage has linked Sterling’s strength with the possibility that May will have greater freedom to secure “her kind of Brexit”, meaning a softer Brexit. What are your thoughts