Dynamic Planner’s Abhi Chatterjee: AI is a real game changer
The chief investment strategist says the advent of DeepSeek is directly challenging the established order of AI and transforming the running costs, too
data
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Asset managers must adapt to rapidly changing investor behaviour
Shifting behaviour from retail investors and wealth managers alike is challenging the status quo for traditional asset managers and those who don’t keep pace with the rate of change risk getting left behind
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Wealth manager Q&A with Melanie Roberts: ‘Bring your personality to work’
Sarasin’s head of charities on technological innovation, client suitability and striking the right balance between professionalism and authenticity in the workplace
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Future-proofing fixed income by embracing technology
Asset class has historically been slow to embrace change, writes Aviva Investors’ Fraser Lundie
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How do asset managers logistically prepare for major events?
After a record year of elections, how do asset managers prepare for the inevitable wave of client requests in the wake of major events?
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PA Fund Manager Profile: Stonehage Fleming’s Gerrit Smit on why data is the new oil
Stonehage Fleming’s Gerrit Smit explains why the family office sits in the quality growth camp and how he is steering the Best Ideas fund towards the major themes of digitisation and healthcare
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Boring Money and Broadridge launch Consumer Duty data solution
Brings together Broadridge’s value reporting and data with Boring Money’s demographic and perception data
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Clearbridge Investments’ Schulze: Investors are facing ‘a tough climb’ with their guards down
‘Hopes of a soft landing often take hold before the economy hits the skids’, writes the head of economic and market strategy
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Blockchain-based fund data service raises £250k
The money is being invested by Industrial Thought group
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Five asset management experts on ‘giving back’ to communities
Five industry experts talk about their companies’ philanthropic endeavours amid these challenging times
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FE Fundinfo names new CEO
Liam Healy takes up the role from 4 September 2023