London-based fintech firm Nucoro believes Sweden is set to see huge growth in its digital wealth management sector, citing three key factors driving the development.
Beyond Investing’s Claire Smith (pictured), creator of the US Vegan Climate Index writes this week’s In My Opinion, asking ‘Are all ESG Indexes as green as you want them to be?’
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.
Seven Investment Management (7IM) with an outlook for investments in 2020 from Terence Moll, Head of Investment Strategy at Seven Investment Management, writes that the new decade has a touch of the roaring Twenties about it.
Standard Life has been working with a number of discretionary managers to pioneer a new technology on its Wrap platform. “We are creating a partnership and connectivity between financial advisers and wealth managers, says Jenny Davidson (pictured), head of platform investment proposition, Standard Life.
A recent survey of 76 jurisdictions by TMF Group, a provider of administrative support services, has found that only 25 per cent of jurisdictions require a company secretary by law. Yet the report, ‘Conquering the Complexity of Local and Global Compliance’, also found that 69 per cent of jurisdictions believe that company secretaries’ responsibilities are predicted to grow within the next five
Thomas Kuh, PhD, Head of Index, Truvalue Labs (San Francisco) writes on the fourth industrial revolution and how it is affecting ESG investments.
A recent report published by CFA UK has strongly endorsed tiered fees for retail funds and recommends that managers and fund boards should actively consider how they can be introduced.