Latest Posts

candies

Wealthy Decision Dilemmas

June 2016 / burningpants

Wealth managers are approaching a crossroads as increasing discontent among high net worth investors over servicing levels and the cost of financial advice create fertile conditions for automated advice models to thrive.

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bumble

Bumbling Along

June 2016 / burningpants

Optimists have a tendency to hail the notion of boundlessness as well as the absence of limits. Unfortunately in reality, constraints and limits do exist – sometimes this is good and other times less so.

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geiger

Geiger Counter-Fear

June 2016 / burningpants

There are two broad themes impacting investors globally at present; hysteresis and uncertainty. Arguably there is a third background theme of financial repression, but if we focus on the two main themes of hysteresis and uncertainty and deal with the latter first.

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Light-bulb

Bright Touch Regulation?

June 2016 / burningpants

The UK’s thriving fintech scene can be seen as a shining example of what can be achieved by loosening the shackles of regulation and allowing companies to operate with creative and strategic freedom. But fintech players are perhaps advised to enjoy the regulatory honeymoon while it lasts.

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icecream

Ice Cream Anyone?

May 2016 / burningpants

Anyone can sell ice cream in the summer but doing so in November when the environment has turned frosty and appetite is limited is a very different proposition altogether.

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Latest Research

UK HNW Research
June 2016
2016 has not been smooth sailing for the financial services industry, much less the investors who rely on it. Many events have contributed to this situation, including but not limited to: concerns over monetary policy, worries about Chinese growth rates, emerging markets, geopolitical instability and the rise of populist politics. This report seeks to investigate these perceptions by focusing on the upper echelon of the investor spectrum, high net worth (HNW) investors who have net investable wealth exceeding £1 million.
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Ageing populations pose one of the most serious and enduring challenges for OECD countries. Whatever policies are pursued, it is imperative that governments take action now before ageing populations help give rise to economic and social crises. The demographic time bomb is ticking faster than ever as advances in medical science mean people are continuously living longer.
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In the face of the increased volatility in 2016, this report seeks to reveal what products financial advisers in the UK are currently recommending. Do recommendations differ according to the size of an adviser's business? Does the prevalent age or wealth of the adviser's client base influence their choices? Understanding the products currently being endorsed by advisers can help product providers engage more effectively with their target market.
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