How can people secure their long-term financial futures?

By Joe Cockerline By now, you could forgive most people for being fed up of hearing that they need to save more – but that does not mean that the issue has gone away. Levels of saving remain low in the UK, with 2018 research showing that those able to save have an average balance…

What does 2019 have in store for the City?

A look ahead at 2019 by Newgate’s Gareth Jones and Henry Adefope. Introduction: A challenging year Will 2019 prove to be another challenging year for UK financial services? For those involved in banking, capital markets, asset management and insurance, the upcoming political and regulatory agenda suggests it will be. A year of potential disruption is…

KYC – Know Your Client – Outflow Prevention 2.0 for Funds

The ‘Know Your Investor’ rule has other benefits beyond risk management, below Newgate’s Henry Adefope implores asset managers to explore and harness a granular understanding of investors and their motives to not only retain business, but to grow it too. Why a granular understanding of the issues that investors hold dear could bring fans, and…

Newgate hosts 21st Transparency Symposium

Event round-up: Transparency Symposium, “The CMA’s Investigation into Investment Consultants and Fiduciary Managers – their Provisional Decisions on Reforms” August 2018 Newgate Communications was delighted to host the 21st Transparency Symposium, run by financial services transparency campaigner and founder of the Transparency Task Force (TTF), Andy Agathangelou. The event focused on the Competition and Market…