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2 Results from /wealth, 2020

William Trout

William Trout Director, Wealth Management at Javelin Strategy & Research

Talking 'bout a revolution: The disruptive impact of ESG on wealth management

The wealth management industry stands on the cusp of revolution, the implications of which extend to product, proposition and the structure of the business itself. At the frontline of this revolution is ESG investing: the use of environmental, social and governance criteria for portfolio creation and maintenance. Millennials and more The ascendanc...

/wealth

Jamie Crawley

Jamie Crawley

Global downturn will be a test for the robo-advice model

With experts fearful of the Coronavirus outbreak setting the wheels in motion to a global recession, many customers of robo-advisers, unused to prolonged periods of volatility in markets, could be in for a shock and will look for appropriate advice and guidance. Last weekend, I logged on to my Nutmeg portfolio for the first time in a fortnight or ...

/wealth