ESG. This acronym has been gaining strength and importance throughout the European institutions’ agendas and across industries, both locally and globally. Even if you’ve only heard the term in recent years, this pillar towards a greener economy has been around for a while. How did ESGs move from being niche …
Dichotomy is embedded in life, or, life embeds dichotomy to force balance. Why don’t we look at the other side of Brexit then? Is it as bad as people are saying? We don’t want to seem unrealistic. For UK asset managers, working and living in the Brexit uncertainty isn’t like …
This isn’t an article about wealth management trends only, but a story inspired by what clients in the industry are living nowadays. Taking into account their anecdotes and questions, and the Wealth Management Forum held in Crystal Park in early November as an invaluable information source, we’ve written down this …
The asset and wealth management (AWM) industry’s revolution is ongoing. Assets under management (AuM) are increasing, as are costs and revenues. Although revenues costs have gone up, they’ve not grown at the same speed as revenues for many reasons, including economies of scale and the slow adoption of new technologies. …
Did we just write “A Jedi-like asset manager”? Well, yes, we actually did. Let’s say a hero-like one instead, in case you don’t like laser swords, dark masks and almost impossible-to-fly spacecrafts. We’re sure you got this right anyway! This article is a humble list of ideas you could add …
In the beginning of 2018, MiFID II entered into force and became a reality for banks, financial intermediaries, distributors, trading venues and manufacturers of financial products. From an EU distribution angle, while AIFMD has changed the placement rules in the EU for AIFs, MiFID II adjusts the distribution dynamics for …
Sovereign Wealth Funds (SWFs) are becoming increasingly important in the institutional investor landscape thanks to advanced investment strategies and a solid growth in assets under management (AuM). Traditionally, SWFs followed a strategy that combined fixed-income products and equities. However, the introduction of monetary policies, such as quantitative easing and low …
With MiFID II now in full swing, anyone buying or selling stocks, bonds, foreign exchange, commodities or exchange-traded funds is now affected by the new standards. Improving investor confidence while strengthening the industry don’t come for free. On top of revising costs and charges, the Directive brings more choice and lower …
Change in Asset & Wealth Management (the ‘AWM industry’) is now accelerating at an exponential rate. Although the industry is set for growth over the next ten years, asset and wealth managers must become business revolutionaries, even disruptors, if they’re to survive and prosper. We’ve identified 4 interconnected trends that …
Globally, the total wealth of billionaires rose by 17 percent in 2016 to USD 6.0 trillion. Despite a period of heightened geopolitical uncertainty, the world’s ultra-wealthy are flourishing. We’re analysing in this post the wider societal impact of billionaires in terms of job creation and providing access to cultural capital. Where …
