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Comment, Analysis & Research

07/11/2018

Robo and platforms to grow UK assets £100bn by 2023

The focus will shift from the provision of online decision trees leading consumers to a pre-packaged portfolio, and move more towards advice.

07/10/2018

SocGen CEO sees potential for 'incremental' acquisitions in Europe

Societe Generale last week agreed to buy part of German bank Commerzbank’s market activities.

07/10/2018

Revealed: The leading wealth managers of 2018

There are new entrants to the UHNW and HNW top tens of the Spear’s Wealth Managers Index, after another fascinating bull market year

07/09/2018

'Money,Money, Money' - five tips for intergenerational wealth... By Penny Lovell

The long and the short of it is that we all need to start talking money more and financial education has never been more important than today

07/09/2018

The long march of the bezzle by Tim Price

Easy money has a tendency to trigger what will, after the fall, become known as malinvestments.

07/09/2018

Ex-RBS Chief, a Symbol of British Banking Excess, Retires to Life in Scotland

Fred Goodwin, who helped turn RBS into an international powerhouse, was stripped of his knighthood and is no longer a banker

07/09/2018

Sovereign wealth funds start to cool on private equity

Fears grow that rising competition for assets will hurt returns

07/09/2018

Consumers are embracing AI and will reward organizations that offer more human-like AI experiences

The research also included interviews with several key industry stakeholders and academics.

07/09/2018

SocGen chairman calls on regulators to help strengthen Europe’s banks

“Europe is, in many ways, overbanked and there are still a lot of banks, some big banks and some small banks that are still struggling. But there’s not going to be an overnight solution,” Rudman added.

07/08/2018

Standard Chartered Europe boss defends bank’s culture after spate of resignations

Tracy Clarke said the company does not have a ‘toxic’ work environment.

07/08/2018

Small whisky distillers follow big brands into Asian markets

Independent Scotch producers target affluent and thirsty middle classes

07/06/2018

UK asset managers need to go further for LGBT staff

Investment body highlights areas where workers can be made to feel more comfortable

07/06/2018

6 major wealth funds agree to encourage greener economy

The document is to be formally presented during a meeting in Paris of the heads of the funds with French President Emmanuel Macron and Norwegian Prime Minister Erna Solberg.

07/06/2018

Morningstar Analyst Ratings – weekly update

Weekly roundup of Analyst Ratings and fund research reports

07/06/2018

Forty per cent of financial firms at risk of MiFID II penalties, research reveals

Employees in the survey agreed that if they could record and recall information more effectively

07/06/2018

Old Mutual Global Investors Reavels New Name

The name is inspired by the remarkable life of the scientist, artist and adventurer Maria Sibylla Merian.

07/05/2018

What do experts think about bankers invading the crypto space?

Are projects, such as IMMO, useful to the cryptocurrency world?

07/05/2018

Investors warned of bumpy path ahead – amid global trade tensions

Export-focused European companies may have more to lose from a conflict than their less export-dependent US counterparts, he added.

07/05/2018

Asset managers fear technology-driven new entrants

Nearly Two-Thirds of Asset Managers Plan to Launch Cross-Border Products

07/05/2018

The most important intelligence isn’t artificial…

A digital process engineer analyses, assembles and optimises these workflows, adjusting them constantly to maximise throughput and minimise friction.

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