The Importance of Held Away Accounts

With increasing regulatory focus on investor's overall investments, one of the tech trends is the increasingly important for portfolio management technologies to include what is called in the USA as 'Held Away' assets. This is because the focus under a fiduciary has been translated by many as 'continuous and comprehensive counsel' of investments. Help Away [...]

By | January 25th, 2017|Portfolio Propositions|0 Comments

Trends in Wealth Management and Technologies in 2017

We grabbed Stuart Holdsworth to talk briefly about some of the big picture technology related trends in wealth management that he anticipates for 2017.

By | January 19th, 2017|Business Model Considerations|0 Comments