Better Investor Risk Profiling gets Everyone Invested, All the Time
There is a lot of potential for improvement in the context of investor risk profiling.
Comment & Analysis
5211 articles found
Leveraging financial ecosystems: Five myths debunked
The advantage of this approach is that you’re using the ecosystem to add greater value to customers.
Reaping big rewards in Asian small caps
Investment Insights by our experts and thought leaders
‘Greatest endorsement yet’ for Guernsey’s international insurance centre
The new multi-layered cover will reimburse aggregate payments from the Central Fund in excess of £600 million up to £1.25 billion, which will serve as a key component in Lloyd’s chain of security.
Global Wealth Management Starts New Global Wealth Women Division
Amber Kelly, Wealth Advisor and Client Service Operations Director, started Global Wealth Women to help give women access to quality retirement planning focused on their specific needs.
Succession: Transferring your wealth to the next generation
Succession planning should take place holistically and with a view of your entire estate – both local and offshore – to ensure that no conflicts, confusion, or omissions occur.
Partnering for success: Charities at the forefront of scientific innovation
Over the past several years, we have seen some charities intensifying their grant funding on scientific and healthcare innovation.
SocGen Switzerland PB CEO: We want to reach a gender-balanced board
The company is aiming to become more diverse to better represent its clients, Franck Bonin said.
Malta faces 'serious harm' if greylisted by imminent FATF decision
A new paper published last month by the International Monetary Fund, set out out how greylisted countries have been hit over the years.
China's prudent policy mix will pay dividends, says Amundi
The $2tn manager believes China will become a core part of global portfolios across asset classes due to Beijing's caution in embracing unconventional monetary policy.
Crypto investment accessibility set to grow ahead of expected inflation rate hikes
Mathew McDermott, Goldman’s head of digital assets, said the bank is also looking to facilitate trades via exchange-traded notes tracking bitcoin.
When things go wrong
In 20 or 30-years’ time when I look back on what Octopus has built, I hope that people will recognise that we always tried to do the right thing, even when no one was watching.