By Matt Dickens, Senior Business Development Director at Ingenious – Financial planners and wealth managers should of course be striving to deliver on the needs and circumstances of specific clients with the most suitable and effective advice. But as with any service, this must be delivered at the best possible value for the investor. Value can be simplistically defined as the service that delivers the most at the lowest financial cost, but in the estate planning space, how do you assess what good value is?
By Jack Rose, Triple Point – With the economic uncertainty prompted by Covid-19 likely to continue into the foreseeable future, one of the few certainties is that companies need to have a high-quality product or service, be adaptable, well capitalised and led by an outstanding management team. In doing so, they will ensure they are better placed to deal with the ongoing and varied challenges of the economic crisis as well as offering investors value in a turbulent market.
This year has been the year when themed investing has dominated the headlines, but at this very moment in time it would be hard to exaggerate how the top 10 best performing ETFs listed on the London Stock Exchange so perfectly encodes the hope that many investors envisage in a post-pandemic world.
Oliver Wooley, CEO of Envestors, an early-stage digital investment platform, explains why accelerators, incubators, and networks matching investors and startups need to be regulated…
The Global Returns Project, a new climate initiative co-founded by two ex-financiers, has launched a campaign to fund the world’s most effective not-for-profit climate solutions at incredible scale.
Increased investment in technology will pay off for SIPP providers as the market expands, new adviser research from iPensions Group shows.
A new report launched by Campden Wealth, Global Impact Solutions Today (GIST), and Barclays Private Bank reveals the growth in leading private wealth holders and family offices investing for positive social and environment impact, with the average portfolio allocation set to almost double, increasing from 20 per cent in 2019 to 35 per cent by 2025.
The growing trend of advisers outsourcing portfolio construction is likely to slow in the short term as advisers seek to re-assert control over client portfolios in times of market volatility, according Cerulli.
Almost half of UHNW families do not have a structured process for identifying risk, says Stonehage Fleming survey
Forty per cent ultra high net worth (UHNW) families do not have a process for identifying, quantifying and mitigating the many and varied risks a family may face, according to a new survey by famly office Stonehage Fleming.