regulation

Apr 07, 2017

Fergus_AllDuff & Phelps, a consultancy, has appointed three regulatory and compliance experts as part of an expansion in the area.

Apr 04, 2017

Calculating_feesA specialist Asian investment team within First State Investments is to pay future broker research costs itself rather than charge clients.

Mar 28, 2017

PopulismThe primary concerns of firms working in asset management – such as disruption from robo-advice and the challenge of managing alternatives – have all receded over the past year to make way for worries connected to political change.

Mar 23, 2017

Life_insurance_planAsset managers lack understanding about the needs of insurance firms, including the demand for data transparency, and this is holding up investment outsourcing, researchers said.

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.

Mar 21, 2017

Jersey’s fund administrators discuss the obstacles they faced in 2016 and how they were overcome.

Mar 21, 2017

Marting_Paul-Richard_Le_LiaIn the past year, the biggest developments for Jersey’s funds sector arose from the ongoing tripartite initiative between Jersey’s government, the Jersey Financial Services Commission (JFSC) and funds industry participants to streamline and enhance the Jersey funds regime.

Mar 17, 2017

broker researchFrench asset managers are “considering” displaying their broker research fees for Ucits funds separately to execution fees so they meet new rules on unbundling.

Mar 16, 2017

Apples_and_orangesDavid Stevenson looks at the progress of Priips and finds a directive that asset managers first pushed for has turned out to be a burden for them.

Mar 16, 2017

TangoFund platforms, which could provide a route for cross-border distribution, face hurdles when MiFID II comes into effect. Fiona Rintoul looks at the challenges ahead, including data-sharing.

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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.