03/18/2016
In the recent report Robo-Advisors: The Hype, the Reality and the Future, published on February 29th by Gartner, Chuck Thomas notes the difference between digitization and digitalization applied to Wealth Management services. Our vision on what the future
03/18/2016
Over 5,000 investors surveyed
03/17/2016
Incumbents believe 23% of their business could be at risk due to further innovation in fintech, with traditional banking and payments feeling the most heat.
03/17/2016
Wealthy Middle Eastern investors still rank London as their top city of choice for real estate investment, despite increased uncertainty in the market ahead of the EU referendum, new research shows.
03/17/2016
With a referendum three months away, many asset managers are weighing how they might cope with a 'Brexit', including the possible loss of the right to sell funds freely across the bloc.
03/17/2016
Hansson, who is also Estonia's central bank governor, was one of the few dissenters of the ECB's unexpectedly big stimulus package last Thursday, which included rate cuts and a fresh round of ultra cheap loans.
03/17/2016
On Budget day we all get caught up with snap reactions to this or that item, but sometimes you need to sleep on it all to crystallise your thinking and see the bigger narrative.
03/17/2016
The data highlights the increasing threat posed by impersonation and deception scams, alongside the growth in sophisticated online attacks such as data breaches and malware, showing the importance of protecting personal information.
03/17/2016
"Other products, such as prime services, are being negatively affected by the increasing leverage ratio requirements."
03/17/2016
Some statistics include: Incumbents believe 23% of their business could be at risk
03/16/2016
Data from developed economies has generally pointed to signs of continuing modest, but sustainable growth in economic activity
03/16/2016
Simon Rogerson added: “We need to ensure that the UK continues to create the best environment to support them."
03/16/2016
A quarterly report from Natixis found that the average UK advisor and wealth management firm significantly increased their exposure to fixed income during the final quarter of last year.
03/16/2016
BofA Merrill Lynch’s Fund Manager Survey recorded the biggest monthly jump in allocation to commodities on record in February, so who’s buying and who’s staying clear?
03/16/2016
Oudea reiterated that SocGen expected a slight erosion of French retail revenue in 2016.
03/16/2016
It’s a Budget for entrepreneurial Britain to celebrate.
03/15/2016
The Outlook on the IFS ratings of AL and NLV is Stable, while the Outlook on LV is Negative.
03/15/2016
As presented in the metrics below, the position of the Maltese Issuers is even higher than the one of some of the leading international investment banks.
03/15/2016
“Simple but not easy” - The title of Richard Oldfield’s book about value investing.
03/15/2016
The billions of pounds of property investment that have flowed into Manchester over the past two years mean this vision may not be so far-fetched.