30 June 2016

Simon Collins: The future of fintech regulation

There is no denying there are disrupters in town in the form of new financial technology firms and innovative service providers trying to reshape our traditional model. And it is not hard to see why. The financial crisis highlighted the deep levels of mistrust that had developed between bankers and the public, and the subsequent […]

How will fund groups fare in the post-Brexit world?

The post-Brexit scenario might not be as bleak as it is seems for asset management firms despite falls in their share prices and short-term fund outflows, experts argue. In the weeks following the EU referendum, a number of large FSTE100 asset management firms have already announced plans to move staff and launch funds in Europe […]

Tips for grilling fund managers

Selecting funds for clients is one of the most crucial decisions advisers make and manager meetings are key to the process. Not only do they increase an understanding of a strategy but they also provide the opportunity to ask your own questions, rather than just the ones the managers want to answer. Getting an understanding […]

Premier’s Rees cashes in on Brexit volatility

The Premier Multi-Asset Monthly Income fund has made use of market volatility ahead of and following the Brexit vote to switch into some undervalued holdings, believing many UK equity assets have been oversold. Ian Rees, head of research for multi-asset funds at Premier Asset Management, says that the fund took advantage of drops in equity […]

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Martin Bamford: The line between personal and professional

Where do you draw the line between your professional and personal views? During an increasingly heated EU referendum debate, passions ran wild on both sides. Social media no doubt amplifies this level of passion. Places like Twitter become a self-selecting echo chamber, where we hear only the opinions of those who share our worldview. This can […]

Platforum head of intermediary research Miranda Seath

Powering the platforms: Bravura’s global ambition

This week we are changing tack slightly to look under the bonnet at the technology providers that power the major adviser platforms, starting with Bravura. While many adviser platforms are opting to move from proprietary to outsourced technology, we are agnostic on whether they should keep technology in-house or outsource. While this series will see […]

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Steve Bee: The UK’s state pension crunch will hit in the 2020s

According to Gordon Dryden Gilling-Smith’s 1967 Guide to Pensions and Superannuation, the first recorded pensioner was someone called Martin Horsham. Horsham retired on 10 March 1684 on a pension of £40 a year. That may not sound much today but, at that time, average yearly earnings in skilled trades were between £30 and £36 a […]

Wells Street Journal: Investec drafts in heavies to guard priceless zebras

Not many companies in this industry think their employees are important enough for their own security guards, but it seems there are some zebras in the industry that are important enough for this honour. Investec has become synonymous with its iconic zebra, with the larger-than-life statue being wheeled out at a number of events. But such […]