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Equity investment platform founder welcomes increased regulation 25/11/2015 The co-founder of equity investment platform VentureFounders has welcomed the prospect of tighter regulation for alternative finance investments, saying that it will reinforce trust amongst investors.
What does it mean to have a 'digital strategy' - PAM Insight's 2015 Digital Forum 24/11/2015 AXA Wealth unveils drip feed drawdown 19/11/2015 AXA Wealth has launched a new drip feed drawdown feature for people looking to take sums of money out of their pension as regular income, but still keep their fund invested or retain some of their tax-free cash.
Crestbridge receives Jersey ‘ManCo' licence and bolsters funds team 18/11/2015 Financial services firm Crestbridge has strengthened its alternative funds capabilities with the approval of a new management licence and the arrival of a new director.
Whatever next? The robo-private office (with help from an established private office) 12/11/2015 Digital technologies tend to be highly scaleable so it should come as no surprise to find that there is at least one firm that intends to expand the robo-manager/adviser concept, which has so far tended to focus on the mass affluent, to encapsulate the upper echelons of the market, including the “family office”.
London-based wealth manager opens Caribbean office 09/11/2015 London & Capital, an independently owned London wealth manager, has opened an office in Barbados. The firm has appointed Lisl Lewis as executive director for the new office, which it expects to be fully operational by the end of 2015.
UBS's Jamie Broderick on reaching Wealth Management version 2.0 09/11/2015 The future of wealth management lies as much in the “soft” stuff as in technological advances, and for its role in moving the industry forward the regulator should be thanked. Top 25 Financial Planning Company launches legal referral partnership 20/10/2015 Top 25 Financial Planning Company deVere Group, has launched a Legal Services Referral Program in partnership with Stephenson Harwood LLP. SS&C's Advent releases second major round of product upgrades 16/10/2015 SS&C Technologies Holdings has released a series of product upgrades across its suite of SS&C Advent solutions, its second update this year.
Seasonal investing offers 'phenomenal' returns - Interactive Investor 15/10/2015
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