Wealth Management

We need more data sharing now, says wealth and fund manager Priday

By Tim Cooper on March 22, 2017
Data-sharing

James Priday, managing director of Exeter- and London-based advisory firm Prydis Wealth and discretionary fund manager P1 Investment Management, is on a mission to revolutionise the use of technology in financial services. This includes a target…

Wealth Management: A Digital Perspective from April Rudin

By Courtney McQuade on March 16, 2017
April-Rudin-Interview

April Rudin, a top marketing strategist for the financial services and wealth management sectors, founded her wealth management marketing firm in 2008 just as the fintech age began to ramp up, and it’s now exploding. With…

Ten questions to ask when choosing new fund management software

By David Prosser on March 13, 2017
cloud-software

New tools and technologies will enable fund managers to embrace the opportunities presented by the rapidly-evolving asset management sector, but choose wisely. Technology is already a key battleground in the fund management sector, but as digital…

Embracing challenges is the key to success for this female fund manager’s journey

By Courtney McQuade on March 8, 2017
Gwen-Cheni Featured Image

In honor of International Women’s Day today, I’d like to shine a spotlight on an accomplished woman in the field of asset management. Women are severely underrepresented making up approximately 10% of the fund managers in…

Brexit woes for UK fund managers

By David Prosser on February 15, 2017
Brexit-Fund-Managers

Finally, we’re about to push the button. The Supreme Court ruling in January clears the way for Theresa May’s government to trigger Article 50 of the Treaty of Lisbon – once she has Parliament’s approval, that…

Why fund managers need to be better listeners

By David Prosser on February 7, 2017
Fund-manager-listeners

Fund managers are good at communicating with investors and potential investors: they publish a broad range of information, some fund-specific, some not, and make imaginative use of creative design; they’re also increasingly savvy about the power…

Asset Management Firms Still Guilty of Complex Online Content

By Karen Riccio on January 30, 2017
AM-Complex-Content

Back in 1998, the U.S. Securities and Exchange Commission (SEC) published “A Plain English Handbook” to help the financial industry simplify documents both online and in print. Riddled with jargon, unnecessarily long words and run-on sentences,…

Advisors: Are you ready to take your business to the next level?

By Courtney McQuade on January 26, 2017
financial advisors business next level

In this age of financial technology (fintech), advisors in all channels must find a way to differentiate themselves in order to survive and succeed. Overall, the financial services industry has been going through significant change at…

Opportunity from adversity: why fund managers should welcome the FCA’s criticisms

By David Prosser on January 10, 2017
FCA Criticism

The Financial Conduct Authority’s interim report on the asset management sector could hardly be more damning. It accuses fund managers, particularly those who run active funds, of failing to do their job properly (since so few…

A Digital Outlook for 2017 and Beyond

By Mash Patel on January 4, 2017
digital-outlook

By most measures, it was a pretty normal day in the City of London. The date was 18th November 2016 and for most people in the asset management industry, it was business as usual. Whilst the…

The People’s Trust: a new model for investor engagement?

By David Prosser on December 30, 2016
peoples-trust

It’s fair to say Daniel Godfrey, the founder of The People’s Trust, a new investment company raising funds for a launch in 2017, has ruffled a few feathers over the years. He was once a combative…

How Will Trump’s Focus on Deregulation Affect Asset Management?

By Karen Riccio on December 28, 2016
trump deregulation

By now, the world is well aware that Americans voted President-elect Donald Trump into office, and he’s making waves and promises to overturn many of the previous administration’s policies even before being sworn in this coming…

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