Global financial technology company FNZ has acquired platform software provider JHC in a move that creates one of the strongest broking platforms in the UK. »

“ESG ratings and data are famously messy,” says Jason Mitchell (pictured) co-head of responsible investment at active investment manager Man Group. “If you look at the correlation among the scores of the data providers, there is in fact a lot of disagreement.” »

Asset managers still have some way to go on their digital journey, but those that are more digitally mature tend to perform four times better according to a recent survey conducted by Alpha FMC, a wealth and asset management consultancy.   »

Following the recent estimates from BlackRock that indexing and ETFs in UK wealth portfolios will grow by 50 per cent in the next two years, Bill Vasilieff, CEO at Novia Financial comments on the issues of accessibility and stresses the importance of offering fractional trading facilities to investors.   »

Keith Swabey, Senior Multi-Asset Product Specialist at HSBC Global Asset Management writes that despite the recovery in markets during 2019 from the terrible year of 2018, the lesson learnt was the need to (further) diversify portfolios, both by asset class and also by investment techniques. »

Overall, global high net worth individual wealth declined by 3 per cent in 2018, after seven years of continuous growth, largely due to a drop in wealth in the Asia-Pacific region, specifically China, according to the latest wealth report from Capgemini. »

The US Financial Advisor Satisfaction Study from J.D. Power reveals that the US wealth management industry is facing a generational crisis. »