Investment News

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, […]

AI in financial planning

More than two-thirds of UK investors are comfortable with artificial intelligence (AI) being used in investment decision making, according to a research survey by Avaloq. Only 15% of respondents said they would be comfortable with an entirely AI-driven analysis of their portfolio. But more than half were happy with a blended approach that combined AI […]

Industrial Thought Invests In Specialist ESG Platform To Help Wealth Managers Mitigate Greenwashing Risks

London, England, 9th April 2024: Industrial Thought Ltd. – a group of companies specialised in investment taxation, financial data, and related consultancy services – has announced a £100K investment in Integrum ESG, alongside a partnership agreement to serve the wealth management industry with ESG data. The unique SaaS platform offers a ‘glass-box’ approach to ESG […]

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 […]

ITL welcomes: team member update

We’d like to take the opportunity to formally welcome the newest members of the ITL team. Trevor Edwards, Vimal Lalla, and Shamsul Abdin have all recently joined our tax-focused subsidiary, FSL. We look forward to seeing what the three will achieve as they continue their journey here and support our vision to accelerate the evolution […]

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 […]

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 […]

Driving The Wealth & Asset Management Industry Forward With Investment

We firmly believe that strategic collaboration is essential for any industry to transform. As we navigate the path to wealth management 4.0, financial services firms should focus on striking up suitable partnerships to develop their products and services in line with changing needs. Those who ignore the need for collaboration will likely be left behind. […]

Finbridge Global wins £150k investment from Industrial Thought to support faster, more effective partnerships between fintechs and financial institutions

London, England, 19 January 2024: Industrial Thought Ltd – a group of companies focused on investment taxation, financial data, and related consultancy services – has announced a £150,000 cash investment in the collaboration platform Finbridge Global. Finbridge will also receive strategic support from Industrial Thought, worth £350,000. According to 2023 statistics from Deloitte, there are […]

2023 Year in Review

As 2023 draws to a close, we wanted to reflect on the past twelve months at Industrial Thought. This year has been a period of remarkable progress and significant milestones for our company. A big thank you to our team and everyone who has played a role in our growth and evolution throughout the past […]

TISA’s Industry Blockchain Solution, TURN, Raises £250K in its Bid to Revolutionise Fund Data Management

London, England, 10:30, 8 December 2023: Industrial Thought Ltd. – a group of companies focused on accelerating the future of wealth management – has announced a £250K investment in the pioneering platform TURN (TISA Universal Reporting Network). Developed by The Investing and Saving Alliance (TISA), TURN is an industry blockchain solution for collecting and disseminating […]

INDUSTRY INSIGHTS AND COMPANY NEWS