11/24/2015
Vanguard finds advisers split on robo-advice
Two-fifths of UK wealth managers believe robo-advice offers the potential for greater efficiency and to attract new clients in the next five years, according to a survey from Vanguard.
Comment, Analysis & Research
11/24/2015
Banking Apps Accessed via Smartwatches to Exceed 100m by 2020, as Millennials Change Banking Habits
The research found that the use of smartwatches to access 'push' banking information services has been steadily gaining traction over the past 12 months.
11/24/2015
Morning Coffee: Horror as CEO dismisses bankers’ most fervent beliefs. Werewolf hedge fund manager
If you work in an investment bank, compensation is probably quite important to you.
11/24/2015
Things you must never confess to in an investment banking interview
Now that banks are places of moral rectitude and cultural reform, it’s easier still.
11/23/2015
Brooks Macdonald expands discretionary services in S. Africa
The Global Life Plan is a unit-linked investment plan from leading South African-based provider Glacier International, a division of Glacier by Sanlam.
11/23/2015
Germany’s Banks Wake Up to Tech Innovation
Germany’s financial institutions were happy to ignore the threat from financial technology start-up companies until recently, but now they’re eager to engage.
11/23/2015
Jersey’s credit rating reaffirmed
The AA+ credit rating was first assigned in November 2013 in order that the States was able to proceed with the £250 million bond earmarked to provide investment in affordable housing over the next 10 years.
11/23/2015
Elderly’s bid to spend wealth to avoid paying care sees councils face £1.62bn bill
The number of people prepared to spend their wealth now to avoid paying for care later has almost doubled, leaving councils in England facing a bill of £1.62bn a year.
11/22/2015
Could pension fund management be the next big mis-selling scandal?
Paying people to manage your investments means you make less money
11/22/2015
Pension survey shows fierce competition for assets
This requires increasingly sophisticated services from asset managers.
11/20/2015
Morning Coffee: UBS MD destroys own life, that of recruiter friends. Hot US boutique hiring in London
Jones reportedly rose to become the head of emerging market sales at UBS, but seemingly left the bank for J.P. Morgan in 2009.
11/20/2015
Fund management sets fresh £7tn asset record
TheCityUK, which represents Britain’s financial services industry, also forecast that year-on-year growth would top 9 per cent.
11/20/2015
Iran banks unprepared for post-sanctions world
Tasked with courting prospective suitors, Iran's central bank governor Valiollah Seif and a battalion of Iranian bankers arrived in Frankfurt this week to meet with European counterparts.
11/19/2015
Top 100 advisers: Barclays
Steep sales increase boosts Barclays Group
11/19/2015
Q&A with Yogi Dewan: Why everyone misunderstands risk
For high net worth families, preserving wealth for future generations is more important than risking it for an outsized return.
11/19/2015
Inequality in the UK: 5% of households have assets in excess of £1.2m, 9% have none
Institute of Fiscal Studies report shows Britain is more unequal country when measured by wealth than by income
11/19/2015
PA OPINION: Why wealth managers must act now to save their future
Break a mirror, and you’ll get seven years of bad luck. Break the banking system, and it’ll take that long just for regulators to work out who’s to blame.
11/19/2015
S&P Capital IQ and SNL Announce Agreement for Delivery of Credit Ratings and Research to Central Banks of the European Union
Standard & Poor’s Ratings Services’ Credit Ratings and Research to be Made Available to Participating Banks through S&P Capital IQ’s RatingsDirect® and Xpressfeed Delivery Platforms
11/19/2015
Wealthy overseas buyers leave the luxury London property market
Wealthy overseas buyers are leaving the posh London property market, new research suggests.
11/18/2015
The connected consumer: a life lived online - Osborne Clarke
Almost every aspect of people’s lives now interconnects across a personal network of online devices, objects and services, driven by technology that is continually advancing and consumer expectations that are constantly evolving.