Analysis
Best Practice | analysis 29 Jul 16
The key value of advice in a fast changing world
In the increasingly and often unnecessarily complex world of personal finance, the biggest value of a financial adviser may be in managing customer behaviour, argues John Astrup, who runs the Zurich savings and investment propositions in the Middle East.
Emerging Markets | analysis 25 Jul 16
ANALYSIS: Are markets in the eye of the storm?
Humans have a remarkable capacity for adaption and the investment management sector is no different.
Best Practice | analysis 25 Jul 16
Damning BHS report highlights need for DB pension reform
The collapse of British department store group BHS was due largely to “systematic plunder” by its former owners, but raises ongoing concerns over the future of company pension schemes which need to be tackled soon, according to a UK parliamentary inquiry.
Property | analysis 22 Jul 16
Suspended UK property funds show model portfolio limitations
The UK’s largest open-ended property funds gated flows or implemented exit charges to prevent a post-Brexit run on the asset class earlier this month, trapping £15bn ($19.8bn, €18bn) of investors’ cash and casting a cloud over the City. But many flexible investors were able to see the warning signs and evade the net, says David Coombs, Rathbones’ head of multi-asset investments.
Platforms | analysis 21 Jul 16
Platforms face inflection point as competition cuts margins
The ongoing technological revolution has levelled the financial services playing field globally, argues Jaco van Tonder, head of advisory services at Investec Asset Management – and with that levelling comes both risk and opportunity.