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Janine Menasakanian, Vanguard

Wealth managers’ mixed feelings over impact of robo-advisers on the industry

Opinions are divided among the wealth management community over whether the rise of robo-advice is something to be feared or embraced

Bill Vasilieff, Novia

Education essential for ETFs to enter the mainstream

ETFs may be ideally suited to retail investors’ needs, but many financial advisers don’t fully understand them

Lisa Vizia, Saffery Champness

Guernsey’s international outlook reaps rewards

Guernsey’s financial services industry retains its historic links to London but is now managing to attract clients from much further afield, while also moving up the value chain

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Counting the cost of ‘Brexit’ from the EU

The Conservatives have promised a referendum on Britain’s membership of the EU should they win the 7 May election, but what risks would a ‘Brexit’ bring?

Frédérique Carrier, RBC Wealth Management

Banks prompt asset review in light of UK general election

Investors should be mindful of how uncertainties around the upcoming UK general election could impact equity and currency markets

Peter Raskin, Berenberg

Berenberg battles for bigger slice of global private banking business

Peter Raskin, who runs Berenberg’s international operations out of London, explains why the German stalwart is determined to increase its global presence 

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Family offices join forces to take on banks

As global banks struggle with damaged reputations, smaller investment firms sense an opportunity to win market share and the recent M&A activity could be a sign of things to come

David Ferguson, Nucleus Financial

Banks ignore technology at their peril warns Nucleus Financial

Clients crave the transparency and efficiency technology brings and those banks which are unwilling to adopt full online trading will suffer, believes David Ferguson of Nucleus Financial

Market relief as Scotland votes No to independence

Stockmarkets had bet on Scottish voters rejecting independence so any rally is likely to be muted

Ciaran Whelan, Investec

London calling as Investec sets sights on UK market

Despite pulling out of the global trust business as well as selling its Australian arm to concentrate on South Africa and the UK, Investec has not ruled out further expansion into other European markets

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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