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WH Ireland Streamlines Fund Due Diligence Process as part of Transformation Strategy

WH Ireland, the corporate brokerage and private client wealth manager, has implemented a state-of-the-art technology solution, to enhance and streamline its collective investment funds selection and due diligence process. It recognises the need for technology to deliver the operational efficiencies needed to make discretionary investment management accessible and affordable to Financial Advisers and their clients....
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How asset managers can avoid being squashed by big data

How asset managers can avoid being squashed by big data By Eric Dickinson 03 Apr, 2019 Fund providers’ tender teams are more than ever before being overburdened with requests for information and requests for proposal. This highlights the ever-increasing need for available due diligence information, and for a central repository to hold the due diligence data, to...
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How to get a complete funds due diligence process

The Wealthnet, 15/03/2019 Fund providers’ tender teams are, more than ever before, being overburdened with requests for information and requests for proposal (RFPs). This highlights the ever-increasing need for accessible due diligence information, and for a central repository to hold fund data, enabling instant assessments on the fund and the company providing the fund. In...
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Is a standard for Fund Due Diligence data needed?

How can fund selectors really carry out due diligence? Is a standard for fund due diligence needed? Do Wealth Managers Need A Standard For Fund Due Diligence Data? Mifid ii has exposed huge holes in wealth due diligence When you reflect on your funds due diligence process do you or your colleagues ever think – is...
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Advisers should be worried about the latest FSCS decision on Harlequin

Professional Adviser quotes Informed Choice managing director Martin Bamford saying that advisers “should be quite worried” about the financial impact of any new claims. Lawyers representing Harlequin investors estimated the saga would cost the financial services industry £120m. Chapters Financial chartered financial planner Keith Churchouse said: “It always comes down to … due diligence and experience, it is important...
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The FCA turns the spotlight on fund ratings

FT Adviser reports that the FCA has highlighted fund ratings and model portfolios a particular area of concern in its newly launched study of the platform market : https://www.ftadviser.com/regulation/2017/07/17/mps-and-fund-ratings-brought-into-fca-platform-study/ The key points are: “the FCA said it would conduct further analysis on fund ratings” “as well as covering the £600bn platform industry, the FCA said...
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