With the baking temperatures of summer on the wane we now face the reality of back-to-school and back-to-work. To ease the transition,...
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wealth management
At a Glance The Financial Conduct Authority (“FCA”) continues to place strong focus on ensuring products and services are delivering fair...
At a Glance MiFID II suitability rules are being amended to require investment advisers and investment managers to obtain retail clients’...
Our Investment and Wealth Management Survey explored what sector firms perceive to be the key challenges associated with the FCA’s...
The initial blog in this series exploring why a business should consider running a formal selection process can be found here.How do we...
Why should a business consider running a formal vendor selection process?1. To understand the variety of options in the market The market...
Wealth management providers must listen to their customers to succeed in the post-pandemic era. Our Wealth Report 4.0 survey of over...
Currently, the investment & wealth management industry is undergoing a monumental digital shift. Although predicted for a long time, both...
The investment & wealth management industry is going through a monumental digital shift. Before 2020, digitalisation had long been...
The pandemic has disrupted many parts of our lives, both domestically and commercially, but whilst the daily pace has slowed, many social...
Fire, water, earth and air.From ancient Greece to the Aztecs, many cultures believed the universe was built from just four elements......
Index and Benchmark Data what are we doing?Whether you are a Wealth Manager benchmarking, illustrating, and comparing investment...
For many service organisations that perform CASS operations for their regulated clients, the use of CASS assurance reporting remains...
IBOR reform is transforming the portfolios of lenders, borrowers, and hedgers around the world. Having the right data and analytics...
The transition from LIBOR to Risk Free Rates (“RFRs”) has, for the most part, entered its critical year. Regulators have set clear...
With the publication of the National Risk Assessment of Money Laundering and Terrorist Financing, regulatory scrutiny of wealth managers...