Wealth Management

Denying the transparency problem won’t make it disappear

By Robin Powell on May 9, 2018
Fee-transparency-polar

I finally got round to watching Before the Flood the other day. For those who aren’t aware, it’s a documentary film about climate change, released in 2016. Commissioned by National Geographic, it was directed by Fisher…

What can Asset Managers learn from Millennial Investors?

By Richard Watts on April 23, 2018
millennial investors

I recently gave a short presentation as part of a panel event hosted by the Financial Services Forum. Entitled What Can We Learn From Millennials?, my talk focused on the asset management industry perspective, and why marketers…

Apple Asset Management? It probably will happen

By Robin Powell on March 19, 2018
Apple-Asset-Management

I’m not an Apple obsessive. I don’t queue outside the Apple Store at 5am to buy the latest iPhone, and I’m sorry, but £160 for a pair of ear plugs is daylight robbery. But I love…

A post-hedge fund world? Inspecting the ETF epidemic

By Elliot Burr on December 18, 2017
ETF-Inspector

Carol Loomis, a former American financial journalist, once wrote a famed Fortune article entitled: ‘Hard times come to the hedge funds’. This was a product of the 1970s, but it goes without saying that the world…

Savvy Investor’s Best Investment Industry Paper Award 2017

By Andrew Perrins on December 11, 2017
Savvy Investor

Savvy Investor curates the best pensions and investment white papers from around the world. Having uploaded more than 20,000 papers since launch, they have a unique platform from which to host these Awards. The Savvy Investor…

Asset managers: embrace technology, “it’s do or die”

By Paul Fawcett on November 7, 2017
Embrace-Digital-PwC

A new report from PricewaterhouseCoopers (PwC) has indicated a projected growth for the asset management industry in the next 10 years, but with this comes the necessity for firms to increase their adoption of innovative technology…

Advisers and wealth managers demand quality over quantity

By Elliot Burr on November 1, 2017
citywire breakfast event

Richard Lander, Director of Citywire Engage, has signalled the need for asset managers to simplify their content and avoid jargon in order to boost their brand awareness and market their content in a better way. Citywire…

Millennial Investors: Is It Wise To Cut Out Humans?

By Graham Jarvis on October 2, 2017
Robo-advisor-phone

“The times they are a-changin’”, and with the growth of artificial intelligence (AI) in all industrial sectors, including financial services, the words of singer-songwriter Bob Dylan are certainly coming true. Attracta Mooney, an asset management reporter…

Wake Up, Asset Managers – Are Retailers Your New Competitors?

By Alexandra Filippova on September 14, 2017
Retailers-AMs

I have a lot of feelings on what the finance sector can learn from retailers. In my previous life I worked in the dreaded space of Executive Search or “Recruitment” as most refer to it. I…

The New Wave of Asset Management

By Mash Patel on September 12, 2017
New-Wave-of-AMs

We’ve been told a lot of things about millennials in the recent past. How they’re lazy. How they’re not lazy. How they are killing certain industries. And how they don’t have any money. There is a…

What Happens When the US Fed Dumps $4.5 Trillion in Bonds?

By Karen Riccio on September 4, 2017
Interest-Rates-Chicken

The $2.7 trillion in Treasury bonds and $1.8 billion in mortgage securities the U.S. Federal Reserve built up in the wake of the 2008 financial crisis may have saved the banking system from collapse and spawned…

Five key MiFID II issues every fund marketer should be worrying about

By David Prosser on July 23, 2017
Five-MiFID-ideas

With less than six months to go now until the introduction of MiFID II, are you ready for the new regulation? The second incarnation of the European Union’s Markets in Financial Instruments Directive becomes legally binding…