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Pershing: ‘How to succeed with Generation Why – younger HNW clients’

Financial advisers who wish to attract and retain today’s younger HNW investors need to adjust not only their marketing strategies, but also their business models, according to Pershing, the financial services subsidiary of BNY Mellon. The role an advisory firm’s business model can play in attracting younger clients was among a number of key findings […]

Vistra highlights principles of uncertainty

Vistra, the Hong Kong-based corporate services provider, has outlined the collective impact of global geopolitics, technology and regulation on the trusts and corporate services industry in its latest report Vistra 2020: The Uncertainty Principal. The report is the latest in a series of annual reports Vistra began producing seven years ago. This year’s edition is based on […]

International Investment’s Essential Compendium of Acronyms

International Investment’s Essential Acronym Compendium is a collection we’ve put together over the years, in an effort to make sense of the financial services industry’s acronym jungle. If you can’t find an acronym you’re looking for, have an idea for one that isn’t here, or would like to suggest changes to our definition of a particular […]

560,000 employed in Europe’s AM industry – EFAMA

The 9th annual edition of the European Fund and Asset Management Association’s Asset Management Report has highlighted that more than half a million people are directly or indirectly employed by the industry in the region. EFAMA’s annual report highlights a number of other key structural trends, including: Total assets under management in Europe increased by 6% […]

Vistra report highlights anti-globalisation’s threats to trusts, corp services sector

The aftershocks of a series of major world events, including Brexit and the US election result, are threatening the concept of globalisation, which in turn is unsettling the cross-border  trusts and corporate services sector, a new report from Vistra, the Hong Kong-based corporate services provider, has found. The report, Vistra 2020: The Uncertainty Principal, highlights the […]

Fund houses consolidation and passive predicted to rise: report

More consolidation of the global financial services sector is necessary to deal with a changing industry and a widespread investor shift to passive management will lead to thinner margins for fund houses, according to a new survey by New York-based CFA Institute. In its Future State of the Investment Profession report, 84% of 1,145 respondents – mainly senior executives […]

Client losses at top of Dubai advisers 2017 concerns: report

A survey of investment advisers in the Middle East has found many of the region’s investment advisers are concerned about losing clients, amid an uncertain political future and increasing regulatory monitoring across GCC countries. The Middle East Investment Panorama (MEIP) 2016 survey, entitled ‘The Year of Reckoning?’ has been published by Insight Discovery, the Dubai-based […]

CISI introduces mandatory CPD for global membership

The Chartered Institute for Securities & Investment (CISI) is introducing mandatory Continuing Professional Development (CPD) for its global membership. The new CPD policy, effective 1 April 2017, will apply to all CISI members, both existing and new, working across every financial services specialism included in the professional body’s remit, CISI said in a statement today. […]

The internationalisation of Chinese wealth

Chinese high net worth and ultra high net worth individuals are increasingly seeking a full suite of global wealth management services, according to the findings of the report The Internationalisation of Chinese Wealth – 2016. Based on proprietary research conducted by Jersey Finance and Hubbis, a provider of events and content for Asia’s Wealth Management […]

Australian regulator: Oz financial markets are behaving themselves better

The Australian Securities and Investments Commission’s most recent report into market integrity has founds that Australia’s financial markets are behaving better now than they were 10 years ago. In its most recent twice-yearly report, covering the period running from January to August 2016, ASIC found that “information leakage and insider information ahead of material, price-sensitive announcements had […]

MiFID II will lead ‘more than half’ IFA businesses to overhaul: study

More than half (52%) of financial advisers will be forced to rethink their business models due to additional regulatory and compliance demands, resulting from the introduction of MiFID II, according to a new study by Investec Wealth & Investment (IW&I).  Adviser firms are most likely to review and change their compliance functions in light of MiFID II, […]

UK economy to enter ‘prolonged period of weaker growth’ in Brexit’s wake: EY ITEM Club

The UK’s economy is about to enter a “prolonged period of weaker growth”, although it will be boosted by exports, as a result of the slide in the value of the pound, according to the EY Item Club’s quarterly economic forecast.  The forecast sees the UK economy growing by 1.9% in 29016 – supported by […]

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