Insights
Investors opting for DIY over advice
There is work to be done if the advice industry wants to be considered the premier source of information for people making retirement investment decisions around the globe.
Asset managers failing at plain English
Standard Life, Legal & General and Santander are among the high profile firms named in a report that criticises asset managers for using obscure language, long sentences and jargon on their websites.
Emerging Markets | 28 Jun 18
Five emerging market views on Mexican elections
Mexico is set to lurch to the left when it goes to the polls this weekend with populist Andrés Manuel López Obrador, known by his nickname Amlo, the front runner in the presidential elections. Five managers weigh in on what Mexico’s politics mean for emerging market investors.
Ex-Barclays Wealth chief’s insight tool courting investors
Former Barclays Wealth and Investment chief executive Akshaya Bhargava has founded a fintech app, which promises to bring insights from institutional asset management to private investors and their advisers.
Returns only a part of HNWI satisfaction
Wealth managers should go beyond a pure functional role and work more on the personal connection with high net worth clients, according to David Wilson, head of Asia wealth management at the consulting firm Capgemini.