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.
By Allan Lane, Algo-Chain – Such has been the political din over the last 12 months, both here in Europe and the US, one can be forgiven if you weren’t able to keep abreast of the digital chaos that cut through the financial services industry. Trust me, as the saying goes, there was chaos.
Cerulli Associates' latest report, European Environmental, Social, and Governance Investing 2019: Setting Standards and Enhancing Integration, shows that by the end of August 2019, 1,840 ESG mutual funds and ETFs were registered for sale in Europe and that 233 new ESG funds were launched in the region during 2018.
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.”