The True & Fair Campaign, led by co-founders Gina and Alan Miller, has published its latest report, Asleep at the wheel, an expose of systemic regulatory failure and consumer detriment in the UK financial services sector.
We are conducting a survey of the Wealth Adviser readership to assess the Best Wealth Managers and Service Providers including Trust Companies, Law & Accounting Firms during 2019 in a range of categories covering the entire wealth management space.
The digital world, and ironically how it allows greater personalisation, preoccupies Mark Trousdale, Chief Growth Officer at the international wealth-tech platform InvestCloud.
Pavel Mamai, founder of ProMeritum Investment Management, a London-based EM sovereign and credit specialist writes on his firm’s approach to the emerging markets.
With a minimum investment of USD10 million, the recently launched Eighteen48 Partners might not be the investment office for everyone. However, its approach – high conviction, long term and with direct investments - could provide the rest of us with a glimpse into the future of wealth management.
January sees the formal launch of my3B, a behavioural finance assessment designed by Syntoniq to evaluate an individual’s approach to financial decision making. Prasad Ramani, founder and CEO of the firm, explains that his background lay in 20 plus years of quantitative finance, during which he tried to take the emotions out of investment decisions and jokingly says, “failed miserably.”
When it comes to ESG, alternative investment managers are making sure that they are not just ticking a regulatory box but living up to the ideals that they have set, says Ryan McNelley (pictured), managing director, portfolio valuation, Duff & Phelps.
Retirement savings for the average 22-year old could be increased by as much as 7 to 12 per cent if schemes made a small allocation to venture capital and growth equity funds, suggests a report published by the British Business Bank and Oliver Wyman.