06/22/2016

Firing Line: Thomas Salter

Mr Salter said: “For us, it is very good to have this sort of backing, not just from a financial point of view, but from the perspective that these are very seasoned financial grandees.

06/20/2016

Financial advice: man and robot can co-exist

Kilian says that currently robo-advisers ask you questions about, for example, your ability to tolerate investment risk, what you need from your investment and for how long you want to invest.

06/20/2016

Free at last ? by Tim Price

“How foul this referendum is. The most depressing, divisive, duplicitous political event of my lifetime. May there never be another” - Tweet from the novelist Robert Harris.

06/14/2016

Don't give your clients everything they ask for

Rather than get swept along by what clients think are the most important features of a wealth management service - performance, products and low fees, it is our job as wealth managers to show that we can help them achieve their life goals. By Kees Stoute

06/14/2016

Safety in (the right) numbers by Tim Price

“Gross: Global yields lowest in 500 years of recorded history. $10 trillion of neg. rate bonds. This is a supernova that will explode one day.”- Tweet from Janus Capital.

06/13/2016

A family business fantasy by Penny Lovell

Each winning family business had a great story to tell, history, heritage, family stories, pride and passion. Caught up in a real sense of wonder, my mind drifted away to a world of family business, a life where I was surrounded by their incredible prod