New spotlight on how wealth managers interact with HNWs
February 28, 2017
The diversity of high net worth individuals, the driving factors in their success and their experience, means there can be no one-size-fits-all approach for wealth managers serving the market, and call for qualities such as dynamism and adaptability. Far from just being advisors, they are …
More
Alternative UCITS: Combining hedge fund strategies with traditional UCITS benefits
We have expanded our platform recently to encompass new funds belonging to a category known as alternative UCITS or liquid alternatives, which can offer access to a wider range of hedge fund-style strategies combined with the investor protection and transparency of the UCITS regime. What are their …
More
The changing face of European distribution regulation
The European insurance industry, from providers to intermediaries, is preparing for the implementation in a year’s time of the EU’s Insurance Distribution Directive (IDD), which updates and replaces the 2002 Insurance Mediation Directive. The goal of the new legislation is…
More