Industrial Thought’s Raw Knowledge Partners with Adapa Advisory

Changing Expectations: Wealth Management & Technology

The importance of technology A quarter of investors would consider switching from wealth managers that fail to modernise and embrace new technology, according to the latest research from Avaloq. The research, conducted among over 3,000 investors and 300 wealth managers across Europe, Asia and the Middle East, found that a willingness to embrace technology was […]

Industrial Thought introduces Raw Knowledge, FSL’s data-driven sister company

Financial services group Industrial Thought Ltd has announced the launch of its subsidiary Raw Knowledge, a specialist data provider and consultant delivering a comprehensive Excess Reportable Income (ERI) solution. Backed by its proprietary database, Raw Knowledge offers the most in-depth, accurate ERI data available, tackling one of the most challenging issues affecting investors – reporting on offshore investments. […]

Introducing Raw Knowledge: a letter from Group MD Mike Baker

I have the pleasure of sharing with you the official launch of the Industrial Thought group’s newest company, Raw Knowledge.  Raw Knowledge is a specialist data provider and data consultant. It launches today with two initial core offerings:  Its comprehensive excess reportable income (ERI) data solution  And its bespoke data consultancy service.  ERI data   The […]

The Horizontal Wealth Transfer: what does it mean for wealth managers?

Women set to inherit trillions Roughly $83 trillion (£62.8 trillion) of wealth is expected to be transferred between generations globally within the next 2o to 25 years. But, with women generally outliving their male partners, intragenerational wealth transfer is likely to come before intergenerational inheritance. UBS estimate that around 10% of this $83 trillion figure […]

SDR: FCA offers temporary flexibility on naming rules

Delayed until April 2025 The UK Financial Conduct Authority (FCA) have delayed the implementation of its Sustainability Disclosure Requirements (SDR) and investment labels regime until next year. The new naming and marketing rules were originally set to come into effect in early December 2024. However, the FCA has decided to push the implementation to April […]

Nearly half of advisers find ESG research ‘confusing’

Advisers lack clear information Advisers are finding ESG research confusing, according to the 2024 Advisers Attitudes Report by financial services firm Aegon. 47% of the 200 advisers surveyed said finding research “confusing” was a key issue for them when selecting ESG investments. A further 30% reported a lack of information was an issue in their selection […]

Industrial Thought appoints Mike Baker as Group Managing Director

Industrial Thought Ltd has announced the appointment of Mike Baker as its Group Managing Director. Industrial Thought is the parent company of a group of businesses specialising in investment taxation, financial data, and related consultancy services, which include Financial Software Ltd (FSL), creators of CGiX, the UK’s market-leading capital gains calculator. With around 30 years […]