11/12/2014
Four million people interested in trying online banking for the first time
New research reveals security concerns are the main barrier to online banking
11/12/2014
New research reveals security concerns are the main barrier to online banking
11/12/2014
The report – Hidden Profits – from the economic justice network Eurodad, which includes Christian Aid, compares 15 EU countries’ performance on combatting tax dodging and ensuring financial transparency.
11/12/2014
Firm moves down from fifth last year to ninth for 2014, but maintained its gross sales figure.
11/11/2014
European pension funds have adapted their models post-crisis, research finds—and warns consultants and asset managers to pay attention.
11/11/2014
The combined assets under management rose nearly 12% during last year to $76.5 trillion (€61 trillion), easily exceeding the 2007 level of $69 trillion, according to a survey by investment consultancy Towers Watson.
11/11/2014
With talk of the end of the 25-year bull market run in fixed income, many are turning towards the stock market to satisfy their increasing appetite for income.
11/11/2014
This will allow us to elevate our understanding of consumers’ perception of our brands
11/11/2014
The Bar Has Been Raised
11/10/2014
Scotland’s £12bn family firm bonus
Separate figures show the survival rate of new businesses after five years is only around 35-50 per cent but for business transfers it is around 90-96 per cent.
11/10/2014
Of the 11 manager teams taking part in the global equity mandate, six outperformed Stoxx 1800 NR index, which rose 1.51% in October.
11/10/2014
Ignorant politicians leading to stupid policies; my financial programme and what I want from the politicians
11/10/2014
Retail banking is in the throes of a digital revolution, with business transacted through branches falling sharply
11/07/2014
Wealth managers prepare for a tidal wave of digitalization
B2B technology vendors are helping wealth managers prepare for a coming tidal wave of digitalization
11/07/2014
In spite of concern over the effect on advisers of the effective end of much legacy trail commission when the platform rebate sunset clause comes into force in April 2016, figures coming to light from operators suggest the problem may be far less prevalen
11/05/2014
PwC has become the lead AIM 100 auditor, overtaking KPMG after it gained three new AIM 100 clients this quarter
11/05/2014
BNP Paribas Wealth Management has conducted the largest scale global research study into successful entrepreneurs learning who and where they are.
11/05/2014
Close to 45 percent of institutional investors surveyed at a recent event hosted by Northern Trust in Stockholm felt that data aggregation posed the greatest business challenge in achieving the highest standards of governance, monitoring and oversight.
11/04/2014
The major economic and financial challenges facing the world today and how policy makers around the globe can confront them will form the focus of a conference being held by Ashburton Investments in Jersey this month.
11/04/2014
More than 80% of new fiduciary or outsourced mandates awarded in the UK in the past year were won on an “uncontested basis”
11/04/2014
The UK’s fiduciary management market now manages more than £70bn in assets after strong growth from smaller pension funds using implemented consultancies