Digital on-boarding: taking the two-speed approach – PAM Insight roundtable 08:03 GMT
On 22 September 2016, PAM Insight co-hosted a roundtable with Wealth Dynamix entitled Digital On-boarding in Wealth Management. It was attended by Karl Broadway, business analyst at Credo Group; Tim Burrows, head of compliance and client risk controls at Cazenove Capital Management; David Howard, head of client service and proposition at Rathbones; James Howell, senior manager at Accenture; Sat Khuntia, strategic projects director at Barclays; Richard Lewis, managing director at Accenture; Eric Moe, partner and chief operating officer at Whitefoord; Frances Mowlds, head of digital at Davy; Robert Roome, head of technology at WDX; Max Rothery, manager, digital growth strategy at Kleinwort Benson; Verona Smith, head of platforms at Seven Investment Management; Dominic Snell, head of client consulting at WDX; and Loren Wallis, business analyst at Accenture. I took place at Accenture’s offices in London.
Guinness Asset Management appoints for EIS business development role 08:03 GMT
Guinness Asset Management has appointed Debbie Mahanta to its business development team, with a specific focus on its EIS and Business Property Relief (BPR) offering.
The FinTech Revolution: A paradox 08:03 GMT
Like it or not it is virtually impossible to escape FinTech in all its manifestations. Unfortunately, however, like most terms associated with financial services generally, and the wealth management sector in particular, the term “FinTech” has acquired multiple meanings. And this invariably produces confusion in just about any argument or debate on the subject. Not for the first time it seems that the wealth management sector, at least in the UK and US, is divided by a common language.
Credit Suisse hires from UBS for private banking head in Japan 08:03 GMT
Credit Suisse has appointed Tsuneaki Hirao as Managing Director and Head of Private Banking Japan based in Tokyo.
Investor confidence rises everywhere but Europe 08:03 GMT
Investor confidence has risen in September, according to the results of the State Street Investor Confidence Index (ICI)
Deutsche Bank: a delicious irony 08:03 GMT
FCA publishes third consultation paper on MiFID II 14:01 GMT
The Financial Conduct Authority (FCA) has published its third consultation paper on the implementation of the revised Markets in Financial Instruments Directive (MiFID II).
Former BlackRock fund manager charged with insider dealing 14:01 GMT
Former BlackRock fund manager, Mark Lyttleton, has been charged with insider dealing by the Financial Conduct Authority (FCA).
Old Mutual Wealth appoints chairman to lead restructure 14:01 GMT
Wealthy Americans split on loyalty to firm and adviser – research 14:01 GMT
Wealthy US investors are split in their loyalty to their individual adviser and to the firm the adviser works for, according to a study by specialist research firm Spectrem.