From portfolios to people

December 3, 2019

Change is happening very quickly in the financial services advice area in the form of stricter regulations, downward pressure on fees and the increasing use of technology. For many financial […]

What’s the outlook for stock markets in 2020?

November 26, 2019

Global stock markets have been on a bull run for almost 10 years. Analysts and investors, without the benefit of 20:20 vision, now ponder for how long more might this […]

Real Wealth and Not Money

November 12, 2019

In the 1930’s following the Great Depression, many people pondered over where all that wealth had gone to in 1929. Following the crash in 2008, people looked at the severe […]

Taxation and Investments

November 7, 2019

Investment advisers who meet potential investors will firstly establish the investors’ attitude to risk and the investors’ ability to take that risk. Based on each investor’s personal circumstances, a recommendation […]

What is the Legal Entity Identifier (LEI)?

October 29, 2019

The Legal Entity Identifier (LEI) is a 20-character, alpha-numeric code based on the ISO 17442 standard. It was developed by the International Organization for Standardization (ISO). The LEI is a […]