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Criminal Finances Act 2017: a wealth manager checklist

Anne Healy-McAdam, Head of private client tax at Cordium, offers some advice to wealth firms head of introduction of tough new rules.

Why we're only at start of powerful Asian bull market

Out-of-date ideas on Asia and emerging markets means investors are missing out.

A lack of creativity is holding back wealth management

Kurtosys CEO Mash Patel feels wealth firms and asset management firms could be more imaginative when it comes to presenting data.

SJP: how to make huge profits from your own funds

Financial services group St James’s Place is charging annual management fees for its funds which are often several times larger than the amount it is paying the external fund managers who actually manage the money.

SEI: UK wealth management at a 'crossroads'

Outsourcing firm SEI says firms need to make acquisitions and outsource to survive, based on interviews with C-suite wealth firm executives.

Back office data harvesting raises client confidentiality fears

A new data-consolidation trend allows clients to upload a great amount on information on managers' online portals

How ready are you for Mifid II?

A recent survey found that 90% of buy-side firms are at risk of non-compliance by the Mifid II deadline in January 2018.

The boutique playbook: Majedie's lessons 15 years on

As the boutique celebrates its 15th birthday, it shares some of the secrets to its success.

Where asset managers are getting it wrong on service

Major fund selector study reveals provider groups need to rethink service priorities

A spotlight on the consolidator that acquired 57 businesses

Peter Mann dislikes the term consolidator, but his company Harwood Wealth Management can only be called that after completing 57 acquisitions in 16 years.

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