Wealth Management

The Changing Face of Investment Management

By Andrew Perrins on November 12, 2018
Savvy Investor

The evolving future of asset management The papers below examine the changing face of investment management, both from an Asset Owner and an Asset Manager perspective. Leading investment consultants, bfinance, report on how asset owners are…

Kurtosys to exhibit at Global Wealthtech Summit 2018 in London

By Elliot Burr on October 31, 2018
Wealthtech-Kings-Cross

Kurtosys is pleased to announce that we will be exhibitors at the upcoming Global Wealthtech Summit 2018. Dubbed as the ‘leading wealthtech event’ in Europe, this year’s conference will take place on 7 November 2018 in…

No-fee funds: Will we all be working for free soon?

By Carolyn Marsh on September 24, 2018
No-fee-funds

There was a giant whooshing sound this month in the capital markets – the sound of nearly $1 billion flowing into the two zero-fee index funds launched in August by Fidelity. For their second act, the…

We still don’t talk enough about investor behaviour

By Robin Powell on September 3, 2018
Talking-investor-behaviour

It’s taken a long time, but at last investor behaviour is receiving something like the attention it deserves. You might be a genius at picking stocks or timing the market, or know the academic literature inside…

Building a Mobile First UX Strategy in Asset Management

By Richard Watts on August 28, 2018
Mobile-First-UX

Designing and implementing a ‘Mobile First’ strategy should really be a given. If any asset manager isn’t taking the steps to consider their mobile users, then there will be penalties for their digital brand footprint, either from…

Six ways asset managers can innovate using Open Banking

By Richard Watts on August 15, 2018
Open-Banking

Open Banking came into effect in the UK in January of 2018, but the on-going consideration of how this could change the user experience for advisers and wealth managers in the future is no longer a crystal…

Open Banking and the changing face of digital UX for wealth managers

By Richard Watts on August 8, 2018
Digital-UX-branding

Now that the dust has settled somewhat from 13th January 2018, when Open Banking officially came into effect in the UK, the fruition of banks providing APIs is well underway. We see banking truly entering the…

Asset managers need to show warmth as well as competence

By Robin Powell on August 6, 2018
Trust-competence-AM

There can’t be many people working at a senior level in UK asset management who wouldn’t admit, if only privately, that the industry has a trust issue. It’s nearly three years since Daniel Godfrey was ousted…

10 SA Wealth Management Twitter Influencers to Follow

By Leandi Kolver on August 1, 2018

Whether you’re looking for wealth management and investment advice or just want to keep on top of industry news, Twitter is a good bet. That is, if you know who to follow. If you’re interested in…

Can’t buy me love, say HNW clients

By Carolyn Marsh on July 25, 2018
HNWI-cant-buy-love

The latest CapGemini World Wealth Report is out, and it’s full of cheery news – rich people are richer than ever, and globally, there are more of them than ever before. The last two years have…

Is passive investing driving higher returns?

By Robin Powell on July 23, 2018
Passive-investing-news

As an advocate of passive investing, I’ve become a little cynical about all the scare stories surrounding index funds in recent years. We’ve heard, for instance, that they hinder efficient capital allocation and have a detrimental…

Saving vs investing – will South Africans make the shift?

By Leandi Kolver on July 9, 2018

Most South Africans aren’t saving and investing enough for a comfortable retirement, and many of those who are saving (for retirement or otherwise) aren’t doing so smartly. This is the harsh reality. A comfortable retirement? According…