Wealth Management

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

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

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…

Creating Compelling Content in Institutional Asset Management

By Elliot Burr on December 14, 2016

Within financial services, the need for quality content marketing is a must. We teamed up with Noel Hillmann, Managing Director of Clear Path Analysis, who hosted a webinar for us on the value of good content…

Performance measurement and reporting: the next battleground

By David Prosser on December 6, 2016

How will asset managers adapt to the changing demographics of their client base, which will increasingly be dominated by digital savvy millennials in the years ahead? The challenge will be twofold; not only do these investors…

Sellers of Annuities Beware

By Karen Riccio on November 29, 2016

There’s always been a lot of trash talking surrounding annuities and the advisors who sell them, but it’s grown even dirtier and louder with the changes to fiduciary law set forth by the U.S. Department of…

How 6 Asset Managers Reacted to the US Election

By Farnham Rankin on November 22, 2016

It has been almost two weeks now since one of the most surprising nights in political history, with Donald Trump beating Hillary Clinton to become the 45th President of the United States of America. It is…

A Rosetta Stone for Pension Assets

By John Greenwood on November 8, 2016

Six months from now a prototype pension data interface will be unveiled that will unlock the secrets of £800bn of defined contribution (DC) pension assets. The Treasury’s choice of Aviva’s Digital Garage in London’s Shoreditch Tech…

Asset managers get assertive: revisiting the Sports Direct case

By David Prosser on November 1, 2016

Activist investment on corporate governance matters has long been a delicate subject. While some asset managers and other institutional investors have always taken the view that responsible shareholders engage with companies through on-going discussion and active…

UCITS and the rebirth of hedge funds

By Hannah Smith on October 25, 2016

Hedge funds as a whole have struggled to perform in the last couple of years, with mediocre returns dragging down the average, despite decent returns from a few standout funds. In 2015, hedge funds delivered their…

Are Smart ETFs Too Good to Be True?

By Karen Riccio on October 19, 2016

One of the first rules we are encouraged to follow as investors is “if it sounds too good to be true, it probably is.” For me, the jury is still out on whether smart beta ETFs…

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