People still need people

Thu, 17/10/2019 - 12:43

This week, we have an interview with technology company Capco, whose Richard Lewis believes that people still need people in the wealth game. Read Philippa Aylmer’s interview with him about the company’s report which finds technology can help with logistics and scalability but relationships are still important. »

Facing up to regulatory challenges

Thu, 10/10/2019 - 16:03

This week’s two top stories are all about how financial advisers and wealth managers can negotiate the more painful parts of recent regulatory changes. Philippa Aylmer interviews FinoComp’s Ray Tubman, who describes the ‘10 per cent depreciation rule’ as divisive and one of the least worked on pieces of regulation by MiFID. She also interviews with Broadridge Financial Solutions and FundsLibrary on their joint venture designed to tackle some of the regulatory challenges associated with MiFID II and Solvency II. »

Watch out for investment trust gearing

Thu, 03/10/2019 - 12:58

We hardly dare mention the ‘B’ word in these weekly missives, as so much can change in a week and we don’t want to look outdated. However, AJ Bell has published some interesting research, unveiled in Philippa Aylmer’s interview with the firm’s personal finance analyst Laura Suter, on investment trusts. Their research shows that some investment trusts have unexpectedly high exposure to gearing and a Brexit-type event in any form may impact on them in a more extreme way than investors might expect. »

Strange times but a winner in our midst

Thu, 26/09/2019 - 14:43

It’s been a big and strange week in politics in the UK, but a good week for Wealth Adviser with a trip to the UK Platform Awards, courtesy of Novia Financial, and an opportunity to see our interviewee Verona Kenny, Managing Director of Intermediary, Seven Investment Management collect an award. Read Philippa Aylmer’s interview with her on how 7IM is taking the ultra low cost multi asset route. »

Advisers want more than just value for money

Thu, 19/09/2019 - 08:00

A new survey from Liontrust finds that financial advisers want more than value for money out of their relationships with asset managers. Philippa Aylmer talks to John Husselbee, head of multi-asset at the firm, on the importance of cost efficiency and good service between asset managers and advisers. »

Are you in? movement calls for change

Thu, 12/09/2019 - 12:52

Are you in? This is what Addidi’s Anna Sofat has asked of the wealth industry, urging an industry ‘dogged by problems’ to join the movement and pledge to do better going forward. Read our report from the ‘Are you in?’ movement’s first wealth conference. »

Keep the personal touch

Thu, 05/09/2019 - 14:35

Picking up on the CapGemini Wealth Report which found that a quarter of high net worth investors found that a lack of personal advice often led to a low personal connection with their wealth manager, InvestCloud’s Mark Trousdale says that if managers want clients to stay for the long-term, they are going to have to ‘hyper-personalise’ their service. This means making the digital experience ‘warm and personable’ he says in his interview with Philippa Aylmer this week. »

Cash is the best

Thu, 29/08/2019 - 13:11

We have an interview with Raisin UK’s CEO Kevin Mountford on how the UK version of the German fintech group is expanding, while the German company absorbs its latest acquisition in the retirement savings space. Cash is king, Mountford says, and banks need depositors as much as depositors need returns on their savings. »

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