A new study by wealth and asset management specialist Simplify Consulting reveals that women in UK financial services continue to experience marked and regular gender discrimination. But there are ways to resolve this, as Simplify’s founder Kate Monserrate tells Harriet O’Brien.
Lindsey Rix, the newly arrived CEO at Canada Life, has a three-point plan for taking the company forward.
A new register for foreign companies that own land in the UK is the latest idea for tackling dirty money in the system. John Binns, partner in the financial crime team at BCL Solicitors LLP asks if it will work, and is it worth it?
Based in the Channel Islands, the UK mainland and the Isle of Man, Ravenscroft is an independently owned investment services group with GBP8.3 billion assets under management. Chief Investment Officer Kevin Boscher talks to Harriet O’Brien about the current market outlook.
Results from WH Ireland published this week showed the fee income for the wealth management division represents 85 per cent of the wealth management division’s income, which has GBP1.6 billion of assets under management, of which GBP1.02 billion are under discretionary management.
A new survey by Dunstan Thomas looks at baby boomers’ attitudes to retirement and pensions. Adrian Boulding, the company’s director of retirement strategy, comments on key findings to Harriet O’Brien.
Data from Quilter’s new client profiler tool shows attitudes to responsible investing - Quilter’s Andy Miller details the findings to Harriet O’Brien
With sustainability at its core, Atlas was launched in March 2019 by Quentin Dumortier, who served as a captain in the French special forces before becoming a hedge fund manager. He talks to Harriet O’Brien about his ethos and the firm’s new UCITS fund.
Maryna Chernenko, Managing Director of UFG Capital, writes that even though we are at the early stages of impactful investing and there are lots of challenges for asset managers lying ahead, the future path of the balance between portfolio profitability and sustainability is clear already.
New research from ETP provider GraniteShares shows regular UK investors believe savings rates are still not high enough to tempt them to move more money into cash.
Mark Corns, Partner and Head of FS Cloud Transformation at KPMG writes that, like other sectors, wealth and asset managers are investing more and more in cloud technologies to help transform service delivery and personalisation, through faster and better decision-making and customer responses.
The Co-founder and Chief Product Officer of financial cloud platform InvestCloud talks to Harriet O’Brien about how technology is vital in creating portfolio personalisation for investors.
