News 16 Jul 18
Taking a hedge fund mentality to online wealth management
Negativity around robo and investment technology a few years ago prompted former hedge fund executives Ian Cadby and Jonathan Wauton to get into the online wealth management space, culminating in the launch of platform Tiller on Monday.
Massive differences uncovered by robo adviser secret shoppers
European robo advice operators have been severely criticised in a report which found fees obscured as well as “inexplicable” portfolio and performance differences.
News 25 Jun 18
Praemium secures regulatory approval to launch UAE funds
Australian investment platform Praemium has launched five investment funds in the UAE, as it prepares to set up shop in the Dubai International Finance Centre (DIFC).
News 14 May 18
Clients nearing retirement should ‘avoid insurance bonds’
People who are within five years of taking a pension should not be investing via non-income producing assets such as insurance bonds and wrappers or structured notes, according to OpesFidelio’s Chris Lean.