Timeline Stories Archives

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 […]

General Election 2024: The Future of Tech Policy

The general election is just around the corner. But what are the UK’s two largest parties saying about the future of tech policy? We looked through the manifestoes of Labour and the Conservatives to see what they’ve promised. The Conservatives on tech In their manifesto, released on 11 June, the Conservatives pledged to increase public […]

Young investors do not consider wealth management a priority

Young investors in the UK do not consider managing their wealth a priority, according to a new survey conducted by Invessed in association with YouGov. The survey asked 2,068 consumers about their attitude towards their financial future. It defined ‘young investors’ as anyone born after 1965. This would include Generation X, millennials and Generation Z. […]

Resignation of Nuno Godinho, Industrial Thought Group CEO

Industrial Thought Ltd, a group of companies specialised in investment taxation, financial data, and related consultancy services, announces the resignation of its Group CEO, Nuno Godinho, who has taken the decision to step back for personal and family reasons.

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, […]

Tokenisation: the future for wealth management?

Three quarters of wealth managers and institutional investors are predicting that tokenisation will be increasingly adopted by fund managers over the next five years, according to new research. The study, conducted by investment manager Nickel Digital Asset Management, found that 14% expected to see a “dramatic” growth in tokenisation over the next five years. Meanwhile, […]

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