April 2016

Fiona RintoulAnother month, another tax scandal. This time it’s the so-called Panama papers: 11.5 million leaked documents from the Panamanian law firm Mossack Fonseca obtained by the German newspaper Süddeutsche Zeitung.

Screaming consumerIndependent fund directors are representatives of the public – but was the extra emphasis Ireland placed on them following the financial crisis just PR? By Nick Fitzpatrick.

DisguiseIf fund investors are worried closet indexers are overcharging them, do independent directors have a responsibility to take action? Nick Fitzpatrick considers whether they should, or even could.

The retail distribution landscape is changing, and asset managers need to know the drivers of this change as well as the most appropriate strategies to come out ahead in this disrupted environment, says CACEIS.

Man tabletRobo-advice is still a ‘yowling bairn’, says Fiona Rintoul, who looks at the birth of this automated service and asks what it may become later on.

PointingCalastone’s Rob Swan talks about how fund management businesses need and would benefit from greater visibility of clients and distributors.

In 2012, the Retail Distribution Review (RDR) permanently overhauled financial advice in the UK. Our panel discussed the impact it has had on distributors, and what more can be done to improve the industry.

Neil WiseClearstream’s Neil Wise tells Funds Europe why it’s time wealth managers reviewed risk and efficiency aspects of their post-trade processes – before it’s too late.

Distribution2The FCA has criticised financial advisers for the way they select fund platforms. Kit Klarenberg hears what the platform industry has to say about that.

Fabio di GiansantePioneer Investments believes its market neutral European Equity strategy is differentiated from competition due to a team approach to finding alpha across 13 different alpha sources.

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Sponsored Profiles

SPONSORED FEATURE: Investing for income

May 17, 2017

Portfolio Manager Thomas Kruse examines the findings from Pioneer Investments’ survey on income investing and outlines ways of achieving a target income.

SPONSORED ARTICLE: A radical solution to KYC concerns

May 17, 2017

The 1MDB affair shows that lax know-your-customer and due-diligence procedures are a major risk, says Paolo Brignardello, head of product management and marketing, Fundsquare. New solutions are...

SPONSORED FEATURE: AIFMD - What does Brexit mean?

Apr 18, 2017

An open discussion between funds industry experts and initiated by SGG Luxembourg took place in London to examine  the implications of Brexit for UK fund managers marketing to the EU.

SPONSORED FEATURE: Luxembourg fund reporting – CRS vs FATCA

Apr 18, 2017

Luxembourg funds need clear procedures for CRS compliance, writes Andrew Knight, Partner at M Partners, a member of the Maitland network of law firms.

Executive Interviews

INTERVIEW: Finding managers that can (and do)

Apr 18, 2017

Fabrice Kremer, a fund selector at Banque de Luxembourg Investments, has berated fundamental managers for failing to beat indices, but he remains committed to active funds. He speaks to Nick...

JERSEY INTERVIEW: ‘A steady sort of place’

Mar 21, 2017

The chief executive of Jersey Finance is keen to portray the island as a stable, trustworthy jurisdiction. He talks to George Mitton.

Roundtables

MARKETING & BRANDING ROUNDTABLE: It’s about aspiration

May 17, 2017

With such an intangible product, it can be hard for asset managers to communicate what they do. Having personality and connecting with customer aspirations may be the key, our branding roundtable hears.

ROUNDTABLE: The issue is perception

Mar 21, 2017

Our panel discuss tax transparency, the elegance of private placement and why Jersey could do more to promote itself. Chaired by Tom Cowsill in Saint Helier.