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  • Case Study: Portfolio monitoring and risk management in wealth management - creating a culture of compliance

    A European wealth manager made the decision to move from manual to digitised working. How did the entire firm gain from the initiative?

    Date: 06/07/2018

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    Research: Compliance and regulation in UK wealth management: perspectives, budgets, views and intentions

    Earlier this year, in conjunction with Compeer Ltd. we surveyed UK wealth managers overseeing a combined total of £350bn of private client assets—almost 40% of the industry's total AUM. The report provides an understanding of how the compliance function is evolving in terms of spending, headcount and technology, and what constant regulatory change means for UK wealth managers and their clients.

    Date: 31/05/2018

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    Research: 'Optimising Compliance in Uncertain Times' - a benchmarking report to help wealth management firms establish their regulatory priorities

    In January 2017 and in conjunction with Compeer Ltd. we put twenty two key questions to a range of UK wealth managers of every size (with AUM totalling almost £100 billion). Their answers and the resultant conclusions - which you may find surprising, reassuring or a cause for concern - are detailed in this report.

    Date: 18/08/2017

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