Does Investing Need A Rebrand?

by Anna Lane, CEO  A glance at the latest HMRC ISA statistics shows that four in five accounts opened are cash ISAs. And everything that I have seen this year would lead me to believe that this ratio, which has been very consistent in each of the past 20 or so years, will not change […]

It’s Time To Join The Culture Club Or Fall Out Of Fashion

The FCA’s Business Plan 2020/21 slipped out last month almost unnoticed.  With COVID-19 turning even the best-laid plans upside down, it was perhaps no great surprise to hear that the regulator needs more time to reflect on what the current crisis might mean for long-term strategy and the shape of the organisation. When the new […]

Communicating In A Crisis – TWC’S Top Tips

by Dawn Hyams, Head of Investor Insight and Governance Communicating clearly with investors is more critical than ever with markets gyrating at a moment’s notice – but what does this really mean in practice? In these uncertain times, we know firms have been working hard to ensure their investors are updated and reassured as soon […]

Keeping Things Moving In These Difficult Times

Posted by TWC Stay safe, and stay home. As the COVID-19 outbreak continues, we are facing difficult challenges as our lives, both personal and professional, are impacted. In these strange times, we wanted to let you know that, as far as possible, it is business as usual at The Wisdom Council in terms of our […]

Assessment Reports, How Is The Industry Doing So Far?

by Dawn Hyams, Head of Investor Insight and Governance It was Andrew Bailey, now heading the Bank of England but formerly CEO at the FCA, who said “The effectiveness of communication with consumers is…a test of culture”. The FCA’s request that fund management firms assess the value that they are delivering to investors in their […]

Will Sustainability Shift The Investment Trade-Off For Good?

by Josh Blundell, Head of Research and Operations Every purchase decision we make involves trade-offs. Chips (yum) or salad (healthy)? Another coffee (caffeine hit) or top up the glass water (hydrated)? We all navigate these trade-offs, driven by both conscious and subconscious factors – physical needs, desires, my willpower on a Monday morning in grey […]

Embracing The Cult Of The Customer

by Josh Blundell, Head of Research and Operations Today is the day that the Senior Managers & Certification Regime (SMCR) kicks in for the asset management industry. The FCA hopes this move will strengthen market integrity by making individuals directly accountable and ultimately reduce harm to consumers – and lead to better long-term outcomes for […]