Is the bull market coming to an end?
While UBS believes valuations still look compelling, Thesis AM says a bear market is on the horizon
Thesis Asset Management
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Thesis launches IFA research and consultancy service
Asset manager will help financial adviser firms create and manage investment solutions for clients
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Advisers may lose clients if they fail to embrace ESG
IFAs need to factor in younger clients’ concerns but a survey shows advisers want better ESG fund ratings
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PEOPLE MOVES: River & Mercantile, Matthews Asia, Investec
River & Mercantile shakes up top team, Matthews Asia appoints CFO from BNY Mellon, Investec names Europe MD
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PEOPLE MOVES: Ardan Int’l, Amundi, Thesis AM
Interim chief exec named following departure of Ardan International chief executive Richard Preston
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Key decumulation questions IFAs must ask
Lack of innovation is making the multiple pots approach look more attractive
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PEOPLE MOVES: SJP, Tilney, Nucleus
SJP announces the retirement of its investment director after 27 years of service, Tilney hires two financial advisers from Ludlow and Cornerstone, while Nucleus appoints a head of platform marketing.
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PEOPLE MOVES: Schroders, Intrinsic, RBC Wealth Management
Schroders has confirmed the departure of a long-standing director in the Middle East, while OId Mutual Wealth’s adviser network Intrinsic has appointed an operations director and RBC Wealth Management targets adviser relationships with its latest recruit.
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Good time to add UK equity exposure, says Thesis AM
With economic growth likely to pick up again, now is a good time to be adding exposure to the UK equity markets, argues Thesis Asset Management research analyst Ryan Paterson.
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Millennials value financial advice at just £28.50 per hour
Millennials are willing to pay an average of just £28.50 ($35.50, €33.12) per hour for financial advice, casting doubt on the industry’s ability to capture younger clients amid the rise of robo-advice, research from financial services PR consultancy MRM has found.
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Compulsory standards needed so advisers can compare DFMs
Compulsory reporting standards are needed for discretionary fund manager (DFM) firms so that advisers can better compare them, a panel of industry experts has said.
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PEOPLE MOVES: AIG Singapore, Deutsche Bank, Generali, Thesis
Former Axa head Michael Bishop joins AIG Singapore’s board of directors, while Deutsche Bank hires a new chief governance officer. Generali Real Estate chief executive Christian Delaire resigns and asset management firm Thesis appoints Mike Hughes as a non-executive director.