As an independent Discretionary Fund Manager (DFM), MitonOptimal has been working with and alongside trustees for the best part of two decades. It is evident to us that the old ways of doing business are changing, globally, and without exception. In fact, a growing number of traditional institutions no longer accept clients from jurisdictions perceived
Novia Global, the Bath, England-based international platform business, is today pulling the wraps off a new platform ‘functionality’ it’s quietly developed exclusively for the international trusts industry – which, Novia Global chief executive Bill Vasilieff says, actually requested it. The reason they asked for it, he explains, is because trust industry practitioners typically struggle with the
Scott Campbell recently wrote an article for the SA based MoneyMarketing publication on the outsourcing business model. In the ever changing world of retail investment advice, the standard business models across our industry – and an ever growing number of jurisdictions around the world – continue to evolve, with many financial service providers forming partnerships
Joanne Baynham appeared on the CNBC Africa Money Marketing show, discussing the Investec Managed Fund with Lindsey Williams. [Source: CNBC Africa – Money Manager Show – Lindsey Williams – June 17, 2017]
The traditional way of composing strategic asset allocation has changed, according to Keith Swabey, senior product specialist of multi-asset at HSBC Asset Management. With the crashes of 2008, 2011 and 2013 in mind, this could be named the “decade of intermittent crashes,” according to Swabey. “After the 2008-2009 crisis the ability to make asset allocation
