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December 2016

News 52% of HNW assets are placed in discretionary mandates, providing a growth opportunity for “robo-advisors”

When approaching wealth managers for investment management, high net worth (HNW) individuals are more likely to opt for discretionary mandates over other services, according to financial services research and insight firm Verdict (...)

November 2016

Opinion What does Brexit mean to Property Investors & Developers?

Initial shock at the prospect of leaving the EU sent the markets into decline, but have they not reacted pretty much as anticipated? Never letting a crisis go without opportunity, selling high to force a low, and then buy back? An analysis from Rick Nicholls, Managing (...)

October 2016

Investment Axeltis’ platform selected by CNP Assurances for unit-linked products

At the end of a call for tenders, CNP Assurances, the leading provider of personal insurance in France and the fourth largest life insurer in Europe, chose Axeltis, expert in open architecture, subsidiary of Natixis Global Asset (...)

October 2016

Note 84 % of French advisers warn that investors may not be fully aware of the risks associated with passive investments

85% say they need a more accurate picture of their clients’ risk tolerance. It’s not volatility that worries advisors the most, it’s how their clients react to it. Ensuring investors set tangible goals and have realistic expectations remains a major (...)

July 2016

Opinion How can Brexit impact HNWIs?

As Brexit’s uncertainty cascades to all aspects of the global economy, high net worth individuals (HNWIs) share with the nation a great deal of uncertainty, albeit of a slightly different variety.

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