ITL: Innovation in Wealth Management & Finance Market Trends

Human or robo-advice: what do investors prefer?

After the pandemic flipped the world of interaction on its head, most investors got used to some level of digitisation in their relationship with their advisor. But now, more and more investors deciding to cut out the human and embrace the digital entirely. According to Polaris Market Research, the robo-advisory market is predicted to […]

What are advisers most concerned about in 2024?

Consumer sentiment has been on the up since we’ve entered the second half of the year. According to GfK’s long-running consumer confidence index, the UK’s overall consumer confidence score in June was up ten points from the previous year and up three points from the month prior. Though the score remained in negative territory at […]

How wealth managers can prepare for SDR

Last month, the UK Financial Conduct Authority announced that it intends to extend its Sustainability Disclosure Requirements (SDR) and investment labels regime to all forms of portfolio management services. ITL sat down with Shai Hill, Founder and CEO of Integrum ESG, to discuss what these new rules mean, how wealth managers can comply, and how their platform can help. Integrum […]

Sustainability Disclosure Requirements: What You Need to Know

At the end of April, the UK Financial Conduct Authority announced that it intends to extend its Sustainability Disclosure Requirements (SDR) and investment labels regime to all forms of portfolio management services. The decision would bring the rules for portfolio managers more closely in line with those for asset managers. It would include model portfolios, […]

The Great Wealth Transfer: should advisors be worried?

The so-called ‘Great Wealth Transfer’ is looming. Over the next thirty years, baby boomers are set to transfer a total of £5.5 trillion to the younger generation, according to research by the Kings Court Trust and Centre for Economics and Business Research. However, the heirs of this wealth transfer won’t necessarily be sticking with their […]

ESG ratings to be regulated this year

Last week, the UK Treasury confirmed that it will regulate environmental, social and governance (ESG) rating providers. The announcement followed a year-long consultation which began in the wake of 2023’s Spring Budget. The finance ministry said a new regulatory regime would improve “clarity and trust” in the ratings. The decision was welcomed by the […]

World Book Day 2024: ITL recommends

World Book Day has been promoting the joy of reading for nearly thirty years! In honour of this special day, the ITL team shared some of their favourite recent reads. One Day by David Nicholls “After binging the 14-episode Netflix series in 24 hours, I felt I needed to give the source material a go. […]

2024 Predictions – Wealth Management, Fintech & AI Trends

In a recent conversation with Nuno Godinho, Industrial Thought’s CEO, we discussed the trends set to shape the finance and wealth management industry in 2024 and covered everything from standardisation initiatives to the rise of digital-first approaches. This article delves into the key themes that will influence how businesses, investors, and customers navigate the finance […]

Digitising Wealth Management: Learning From Healthcare

Over recent years, the healthcare sector has focused on transforming the patient experience and helping providers evolve and grow through digitisation. While some of these advances were already in the works, external influences also had an impact, forcing the industry to move faster than expected.