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Comment, Analysis & Research

06/20/2019

Investment advice for artists and creative entrepreneurs by Penny Lovell

Artists often receive their income in large, sporadic chunks, which can lead to excessive short-term spending or uncertainty about bigger decisions.

06/20/2019

Technology and Operations Investment Survey

What's driving transformation in asset management?

06/19/2019

The pound and UK assets could fall further on PM candidates’ lack of clarity

The deVere CEO concludes: “The lack of real answers from the candidates on the most pressing issue for a generation will inevitably impact the pound and UK assets.

06/19/2019

Will banks ever learn? by Marten Nelson

Banks must realize who their real competitors are and form new alliances to address these new threats.

06/18/2019

Avaloq Community Conference 2019: Future proofing financial institutions

The Avaloq Community Conference 2019 will bring together movers and shakers from the international Avaloq Community

06/18/2019

PIMFA Comments on Woodford Suspension and the Implications on the Financial Services Sector

Actions which undermine good practice serve only to tarnish the reputation of the sector and undermine trust.

06/18/2019

Italy Enjoys Return Of High-Flying Real Estate Investors And Buyers

The Italian luxury real estate agency pointed out examples where inquirers that asked about properties over six to eight years ago have suddenly re-appeared in their database.

06/18/2019

'Money mules': Rising numbers are in middle age

Most money mules are young men and those who try to quit may be threatened with violence by the criminals who roped them in.

06/18/2019

HNWIs want personalised services enhanced by technology, says new report

Both HNWIs and mass-affluent investors want to enhance their relationships with wealth managers through more personalized services

06/17/2019

A wrecking ball and a dearth of ideas by Tim Price

Given the nature of the output of British literary circles

06/17/2019

Navigating Turbulent Skies: Business Jets and Trade Wars - Zedra

A good example is in the high profile case of the Trump Administration threatening to impose duties of 292% on C Series aircraft manufactured by Bombardier

06/17/2019

Adviser role expected to change 'significantly'

CFA Institute Report Identifies Skills Needed for Career Success against Backdrop of Disruption

06/17/2019

Appleby Sponsors 5th Annual European Fund Finance Symposium

Appleby is a founding member of the Fund Finance Association

06/16/2019

Finance by all, for all by Mark Carney

Given at Women in Banking and Finance 22nd Annual Awards, London

06/14/2019

Financial resilience and economic earthquakes - speech by Alex Brazier

He then analyses future risks to the UK’s financial system and what we can do about them when they arise.

06/13/2019

Why the wealth world may soon be run by social media

Wealth managers cannot afford the luxury of avoiding Twitter and Instagram, when this is the language their clients increasingly speak.

06/13/2019

Why the Dutch Hate Bankers

The public image of the finance industry has plummeted since the financial crisis.

06/12/2019

New Trends in Asset Allocation

Globally, average allocations were 46% to fixed income

06/11/2019

Diversity: delivering excellence for the future by Nausicaa Delfas

Speech delivered by Nausicaa Delfas, Executive Director of International at City and Financial: Women in Finance 2019

06/11/2019

Is Europe about to hit a wave of large-scale asset management mergers?

Europe's asset management industry witnessed some joining of forces is 2017 but little thereafter, suggesting mergers remain fraught with risk despite the undoubted benefits

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