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Geoff Cook, Jersey Finance

Jersey Finance research paper highlights family disputes and loss of control as key issues in Chinese succession planning

Fri, 23/06/2017 - 09:51

New research published by Jersey Finance has identified key challenges facing wealth management practitioners supporting wealthy investors and families in China with their succession planning needs. »

Politics cause sleepless nights for investors, says Hartford Funds survey

Wed, 21/06/2017 - 09:51

New data released today by Hartford Funds reveals that advisors believe anxiety negatively impacted investor decision making over the last 12 months. »

Advisers shocked by unexpected SIPP charges

Tue, 13/06/2017 - 10:43

Around six out of 10 specialist retirement advisers admit they have been caught out by unexpected SIPP charges from providers, new research from Momentum Pensions shows. »

Robo-advisors, partnerships and inorganic intelligence to drive future of wealth management industry, says new report

Thu, 08/06/2017 - 10:07

A new wave of robo-advisors, an increasing number of partnerships between wealth managers, and widespread usage of inorganic intelligence will drive significant change and opportunities for the wealth management industry in 2017 and beyond, according to a new report developed by Broadridge Financial Solutions and Aite Group. »

SEI survey exposes gaps in UHNWI investment knowledge

Tue, 06/06/2017 - 08:21

When it comes to evaluating investment strategy and performance, the wealthy and their advisors may be using the wrong measuring stick. »

Picture of a survey sheet

Investors prefer the US, see safety in Germany, and view UK as less attractive since Brexit, says Invesco survey

Mon, 05/06/2017 - 10:10

Geo-political uncertainty and limited options to increase risk asset allocations are causing sovereign investors globally to make fewer allocation changes than at any point in the last five years, despite target return gaps increasingly widening. »

Election uncertainty hits advisers and clients

Mon, 05/06/2017 - 08:41

The forthcoming General Election is creating uncertainty and disruption for adviser businesses and their clients, new adviser research from MetLife shows. »

Report finds Big Data usage has produced underwhelming returns

Wed, 31/05/2017 - 14:13

A new report, from Swiss research company MyPrivateBanking, finds that in recent years, financial providers have looked for ways to leverage the power of Big Data by implementing new digital ecosystems intended to take advantage of increased data volume. »

Investors turning to student accommodation, says Emerging Property

Wed, 31/05/2017 - 07:00

UK investors are increasingly looking at student apartment buildings to make money out of bricks and mortar, according to property consultancy Emerging Property. »

Almost 40 per cent of Growth Street’s investors are millennials

Tue, 30/05/2017 - 15:12

Alternative lender Growth Street has revealed that 37.4 per cent of its investors are under the age of 35, contradicting public figures who have chastised millennials for not thinking about saving and investment. »


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