The outsourcing puzzle

The outsourcing puzzle

A few weeks ago we spoke to John Jackson, Managing Director at Cornelian Asset Management regarding the challenges of MiFID II. That article focused specifically on the challenges, in particular reporting a 10% drop in discretionary portfolios on platform. This week...
Seven easy mistakes to make with your pension

Seven easy mistakes to make with your pension

Most people today have some sort of a pension, but how many know exactly how they should manage it? Our friends at Seven Investment Management (7IM) recently released an article highlighting seven easy mistakes clients can make with their pension. Saving too little...
Wine: for investment or enjoyment?

Wine: for investment or enjoyment?

At DISCUS we are always on the lookout for interesting on different investment concepts or asset classes our readers can pass on to their clients. This week we have a recent article from LGT Vestra ‘Is wine for investment or enjoyment?’ written by Jonathan Marriott,...
6 reasons to consider Thesis for your clients

6 reasons to consider Thesis for your clients

In our experience, financial advisers are increasingly coming to the conclusion that they can enhance their client offering by focusing on their core wealth planning skills, outsourcing investment management to Discretionary Fund Managers (DFMs), either through...
The challenges of MIFID II

The challenges of MIFID II

Europe’s big bang of market reforms, known as MiFID II, is approaching faster than the financial services industry would like. This legislation aims to strengthen protection for investors and inject greater transparency into the markets. Last week we spoke to Julie...