Wealth Adviser Newsletter

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NEWSLETTER | 31 Jan 2020

Ireland’s wealth attracts Nucoro attention

A study from Nucoro reveals that Ireland is its target of choice for expansion on the back of some truly impressive statistics on that country’s growing wealth and ensuing growing wealth management industry. Nikolai Hack, Nucoro COO, explains that arrival of auto enrolment will encourage the Irish to think about their wealth and financial planning going forward.

In other news, Dolfin has commented on the shelter issue, within the infrastructure sector, picking up from the Time report that we ran a few weeks ago which flagged infrastructure as a popular investment sector for financial advisers.

Software and services provider Objectway’s latest report predicts that the cost of front office professionals will be by far the greatest expense going forward, and has been steadily rising by 5 per cent per year on average. By 2025, there will be a significant change in the typical day of a front office professional, the report says, finding that they will spend more time building relationships, with a greater use of a portable device to improve their efficiency when client onboarding or sharing information anytime, anywhere. And we have another study, this time from Refinitiv, which finds that wealth transfer most concerns wealth managers on a global scale.

Finally, do place your votes in the Wealth Adviser Awards 2020…

Beverly Chandler
Managing Editor, Wealth Adviser

Companies in this issue
Amundi
CIBC
Dolfin
Invesco
L&G
Nucoro
Objectway
Refinitiv

UK's ethnic minority pensioners are GBP3,350 a year worse off

Thu | 30 Jan 2020, 12:45

In the UK, the average pensioner from an ethnic minority is GBP3,350 a year worse off than other people their age, according to new analysis from The People’s Pension.

Thu | 30 Jan 2020, 12:45

Quilter has rebranded the Charles Derby Group to Quilter Financial Advisers.

Thu | 30 Jan 2020, 12:45

Broadridge Financial Solutions, ash appointed Michael Alexander as President, Wealth Management. In this newly created position, he will be responsible for bringing together Broadridge’s Wealth solutions into an integrated, market-leading Wealth Management business.

Thu | 30 Jan 2020, 12:45

The key trends shaping today’s wealth management industry include: data and analytics, digitalisation, customisation, operational efficiency and client relationships, according to a new report from Refinitiv, ‘Transformation of Wealth Management – Five Trends for 2020 and Beyond’, which has been produced in collaboration with Aite Group.

Thu | 30 Jan 2020, 12:45

London-based fintech company Nucoro, which provides bespoke white-labelled technology focused on delivering digital investment solutions to third parties, has announced it plans to start targeting financial institutions in Ireland, claiming the country has one of the fastest growing wealth management sectors in Europe.

Thu | 30 Jan 2020, 12:45

Software and services provider Objectway has published a report entitled the The Wealth Management Firm of 2025, a research paper conducted with Compeer UK, providers of benchmarking information and services to the wealth industry.

Thu | 30 Jan 2020, 12:45

Commenting on the recent survey published by TIME Investments, reported on in Wealth Adviser last week, that found that over 40 per cent of investors are planning to increase allocations to real assets this year, Dolfin’s head of investment management, Simon Black, says that this is very much in line with his firm’s experience.

Global ETF launches 23-30.01.20

Thu | 30 Jan 2020, 12:45

The pick of this week's new ETF launches is a suite of three liquid alternative funds from CI which employ hedge fund-like investment strategies including short-selling and leverage. Amundi meanwhile, launched ten new funds on Xetra, a mix of equity and bond index ETFs, while the latest low-cost offering from Invesco provides exposure to the US Treasury Bon market.

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