FCA in circles over simplified advice
FCA chief Martin Wheatley has stressed the need to “square the circle of selling complex products to so-called unsophisticated investors”, but are we really any clearer on the shape of things to come?
Analysis
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Little acorn to mighty oak
OakTrees Ian Brady says careful backtesting and research enables the boutique to hit above its weight.
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keep calm and carry on key commitment
A little over a year after MBMG opened for business, the building housing our offices burned down. Luckily, we were quickly back on our feet again but since then, we’ve always ensured that we have business continuity plans.
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Jupiter expands its universe
After taking up the baton of Jupiter CEO from Edward Bonham Carter, Maarten Slendebroek, together with executive director Kevin Scott, is driving the global side of the business in what Slendebroek terms an ‘evolution, not revolution’ of Bonham Carter’s style.
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Wealth and safety Asset allocator with RBC Wealth
David McFadzean of RBC Wealth Management on favouring the long game
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From moment to moment Fund distributor
Julian Kramer of BNP Paribas Investment Partners has weathered many a storm in recent years. Now he is focused on keeping his teams on the ground and his eye on offering the right product at the right time.
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A classic tail wagging the dog scenario
Perhaps one of the key things we have all learned over the last few years is to be more aware of the risks we take. And rightly so.
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putting people at the centre
The daunting task of planning a business model across several jurisdictions was made simpler for Guardian Wealth Management thanks to its client-focused approach. Success comes from acknowledging the people behind the transactions.
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fasten your seat belts the eu Parliament elections
There seems to be little doubt, as April comes to an end, that the European Parliamentary elections next month will see the unhappiness of millions of EU citizens with their MEPs expressed in a dramatic way at the ballot box.
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New rules of engagement
The UAE has undergone a regulatory revolution in recent years, placing its finance sector under increased pressure. The industry has reacted positively, and these changes are now paving the way for a more professional environment, according to leading figures from some of the largest asset management companies in the region
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the extension of the kid to insurance
Developed to make the process of buying funds simpler for investors, Key Information Documents are to be brought into the insurance arena. David Howell asks whether it can work.
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what is the future for qrops advice
James Caldwell, of the UK advisory firm Aisa Professional, and Christopher Lean of Opes-Fidelio, Aisa’s global network arm, look at what the Budget changes will mean for QROPS.