Wealth Management

  • Game on?

    Retail investing is in the crosshairs of fintech ‘disruptors’ using techniques from online gaming and social media to ‘democratise’ investing. Intentions are good. Consequences can be disastrous. [The Review, Chartered Institute for Securities and Investment). Read the full article here

  • Jurisdictions: time to update our view?

    “Whether or not they realise it, some governments are actually driving the Golden Geese away, whereas others are actively attracting them with a soft landing” [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…

  • Negative interest rates: evolution not revolution

    Close to seven years of negative rates throughout most of Europe offers lessons to be learnt. The UK is on notice to prepare. [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…

  • Taxing times

    Even before the Covid-19 crisis, the personal tax landscape was facing an overhaul. Now, that’s almost guaranteed. Financial planners have a challenge and an opportunity ahead of them. [The Review, Chartered Institute for Securities and Investment. Read the full article

  • Fifty shades of green

    Disparate investment and regulatory approaches towards environmental, social and governance investing are ramping up complexity for investment managers and advisers. [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…

  • Investors’ cannabis conundrum

    Different cannabis regulations around the world mean that the grass is not always greener for investors. [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…

  • The changing world of pension fund asset allocation

    Pension funds around the world have been reducing their equity exposure gradually, but the move has been most dramatic in the UK. [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…

  • Will financial regulation catch up with big tech?

    As big tech companies expand into financial services, bank bosses have been calling for them to be regulated more robustly. [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…

  • Who’s solving the puzzle in digital financial services?

    Banks are further along their digital journey than wealth managers, but are struggling to generate returns on digital investments. Wealth managers’ more cautious approach might be paying off. [The Review, Chartered Institute for Securities and Investment. Read the full article

  • Is personal data the new oil?

    The personal data landscape of 2018 typifies the extremes of the digital economy. Enormous commercial opportunities exist alongside potentially destructive risks and disturbing ethical dilemmas. [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…