THE DIGITAL AGE OF WEALTH MANAGEMENT

THE DIGITAL AGE OF WEALTH MANAGEMENT

Millennials are identified as those born between the 1980s and the new millennium. This generation is challenging the traditional way in which financial services are delivered. The old way of doing business, more in the form of a ‘gentlemen’s club’ […]

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TECHNOLOGY INVADES COMPLIANCE WITH REGTECH

TECHNOLOGY INVADES COMPLIANCE WITH REGTECH

Lately, particularly after the financial crisis, the financial sector has witnessed an increase in regulatory requirements, both in terms of restriction and disclosure. Compliance burns indeed lots of time and resources (human and capital), especially if we consider that implementing […]

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THE HELICOPTER MONEY

THE HELICOPTER MONEY

The so-called ‘helicopter money’ policy has been recently refused in Japan, nevertheless it is receiving more consideration than in the past in developed countries, e.g. the United States and European countries. From Milton Friedman thought experiment of helicopters dropping money […]

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ABALONE LAUNCHES THE FIRST NOTIFIED AIF EVER

ABALONE LAUNCHES THE FIRST NOTIFIED AIF EVER

  Today, the 21st of July 2016, the very first Notified Alternative Investment Fund (NAIF) has been launched in Malta by Abalone Asset Management, which gains the primacy for structuring this innovative type of fund. Abalone and its team is […]

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ESMA ADVISES ON EXTENSION OF FUNDS PASSPORT

ESMA ADVISES ON EXTENSION OF FUNDS PASSPORT

The European Securities and Markets Authority (ESMA) has published on the 19th of July its Advice for the European Parliament, Commission and Council consideration in relation to the application of the Alternative Investment Fund Managers Directive (AIFMD) passport to non-EU Alternative Investment […]

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MALTA, THE FUTURE OF ALTERNATIVE FUNDS

MALTA, THE FUTURE OF ALTERNATIVE FUNDS

With the coming into force of the new NAIF structure (Notified Alternative Investment Fund), Malta puts itself under the spotlight as a financial centre dynamic and responsive to the rising European trends. Keeping pace with the evolution of European standards […]

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REDEMPTIONS DENIED

REDEMPTIONS DENIED

Several UK property funds has recently halted redemptions from clients, following a peak of requests. ‘Exceptional market circumstances’ are brought forward as reason for the halt in trading, uneasy decision taken in order to avoid huge losses that would occur if investors’ […]

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THE TECH GAP

THE TECH GAP

69% of High Net Worth Individuals (HNWIs) use online banking. 47% of HNWIs not using robo-services would consider them for the future. This is to say how the tech appetite is remarkable in the segment, which might be an alarm […]

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BREXIT ON UCITS FUNDS

BREXIT ON UCITS FUNDS

There is no doubt on the potential negative effect ‘Brexit’ may have on the UK asset management industry. But how much would this separation be painful? Concerns are related, among the many issues, to the UCITS funds. These european-level regulated […]

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