The double-edged sword of longevity

The double-edged sword of longevity

People may be living longer than before, but many of them still routinely underestimate how long they might live. And that means there’s a very real risk that they could outlive their retirement funds altogether. If you’re looking for somewhere to enjoy a long...
Automation for the nation: the future of finance

Automation for the nation: the future of finance

Artificial intelligence (AI) is infiltrating every area of modern life, from voice recognition devices like Alexa to driverless cars. And financial technology is not immune from the relentless march of AI either. In recent years, AI has injected fresh impetus into the...
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...
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...