Another bowlful of regulation

Another bowlful of regulation

As we are sure you are all aware, January 3rd 2018 sees the introduction of MiFID II. Wealth managers and fund houses have a lot on their plate due the implementation of the various new regulatory obligations it comes with. James Goward, Head of Sales Support...
Now is the time to get active!

Now is the time to get active!

2016 has already been a difficult year for investors and in particular would-be investors.  Market volatility at the start of the year and investor apathy leading to a wait-and-see attitude in the run up to the Brexit vote, meant that new business numbers for the...
Brexit: Gone, but not forgotten

Brexit: Gone, but not forgotten

The UK has voted to leave the European Union (for ‘Brexit’), which will trigger two years or more of negotiations once Westminster formally notifies Brussels of its intention to secede. However, the referendum result is advisory rather than mandatory and...
Exploding 5 discretionary management myths

Exploding 5 discretionary management myths

When I meet with financial advisers new to investment outsourcing, I often find that they hold preconceived notions about what it’s like to work with a discretionary manager. From whether clients will be ‘at risk’ of being stolen, to high associated costs, barriers to...