PIMFA Journal
PIMFA’s magazine contains articles and thought leadership on current issues, hot topics and future developments from PIMFA members. Always a thought-provoking read.
March , 2022
How to avoid legacy traps when building digital wealth services - Kidbrooke
A new hope for wealth and investment managers? - Objectway
Did COP26 deliver? - S&P Dow Jones Indices
No private right of action (proa) for breach of the consumer duty is not as straightforward as it seems - Shoosmiths LLP
The appointed representatives regime – change is coming! - Worksmart Limited
The race to reshape wealth management business models is on - Accenture
More than just a short term focus - Clyde & Co
The move to net zero - ICE
How wealth managers are responding to a unique set of mega-trends that are putting pressure on firm profitability and client retention - Cashfac
MTD for vat changes - GoSimpleTax
Operational Resilience: Is outsourcing on your radar? - Axiom HQ
December , 2021
How modern-day wealth managers can thrive during unpredictable times - SIX
How to perfect strategic technology partnerships in the digital-first world - SEI Investments (Europe) Ltd
How consumer communication expectations in the ‘new normal’ have begun shifting financial service mentality - Beyond Encryption
From Mass Affluent to HNWIs, how to create experiences that cost-effectively support the next generation of wealth - Olympic Banking System
Etf stream data challenges loom over booming esg etf industry - ETF Stream
Do your clients need help with their tax returns? - GoSimpleTax
Investment legends – facts not fiction - Royal London
Why cyber risk management is not the same as it support - Mitigo
Pimfa D&I awards
August , 2021
Mastering the digital banking experience to trigger the right client emotions - Unblu
Property investment: supreme court delivers blow to business rates mitigation schemes - Shoosmiths LLP
Social engagement with clients and prospects through a pandemic: what we learned - Hearsay Systems
The uk dividend picture - Link Group
Diversity and inclusion in the financial services sector: the “why” and “how” of collating diversity data - Clyde & Co LLP
The slow rise of regtech - Worksmart Limited
Collide or align? - Efficient Frontiers International
Eu clients – what are your options? - FEIFA
The future of wealth management is hyper- personalised - Objectway Ltd
Making the deal stick– post acquisition integration - RSM
April , 2021
How outsourcing your marketing could reduce your risk - Rosie Reynolds Marketing
If women are good for business, why are so few getting to the top? - Attitude Coach
Anatomy of an AML failure – why are so many firms incurring fines? - LexisNexis Risk Solutions
How long does it take to build next-generation digital wealth capabilities? - Kidbrooke
Corporate actions you are not alone… but should you be? - Contemi Solutions
Financial advice: Preparing for the headwinds yet to come - BNY Mellon Pershing
S&P: A More Balanced Approach to Large-Cap U.S. Equities -
Why human error is still your top cybersecurity risk - Mitigo
Pimfa Cyber Doctor
Online safety bill - Pimfa
January , 2021
Could negative interest rates affect your business? - Insignis Cash Solutions
Finding the silver lining in cloud data - Six
The Risks of Homeworking - TriLine GRC
Empowering retail investors with technology - Primary Bid
COVID-19 and Culture in the Workplace - Clyde & Co
Financial Crimes Enforcement Network (FinCEN) Reform - PIMFA
Cyberdoctor - Mitigo
Why Wealth Managers will find it increasingly difficult to differentiate and control their costs - ERI Bancaire
Cross-Border Trends - A Brave New World for UK Firms - BRP Bizzozero & Partners UK
Cybersecurity in a year of crisis - Mitigo
M&A takes centre stage for UK asset and wealth management - PWC
November , 2020
Fill in the digital gap to thrive in the "new normal" - Objectway Ltd
Investing in times of climate change - Morningstar
Pre-empting the new normal: 2021 planning - Alpha FMC
Firms must adapt to the post-pandemic world now to avoid regulatory repercussions - Bovill
Meeting investor needs: a case study on international securities - Euroclear
SM&CR - A welcome delay to final implementation for many - Worksmart Ltd
Financial services firms are being attacked on all fronts as criminals become increasingly adaptive and sophisticated in their approach - Lexis Nexis
Next-gen model C-suite view - Orbium
Shine a light on your business: Investor in Customers Ltd
Cyber Doctor - Mitigo LLP
The insurance market lookout - Howden
PIMFA Compare my allocations report - PIMFA
July , 2020
Cyber Doctor - Mitigo LLP
How a Cyber Insurance Policy Responds and Protects - New Dawn Risk Group
Don't Ignore Share Class Conversions - Altus Ltd
Climate Change Risk: The Reshaping Has Begun - Clyde & Co LLP
Providing a Retirement Windfall for Your Child - Openwork Limited
Why Wealth managers Should Understand The FCA's Alternatives Strategy - Ellis Wilson Limited
Client's View: The Generation Gap - Compeer Ltd
An Effective Board Makes Morally Right Decisions - Sionic
Are You Letting Your Newest Clients Down? - Contemi Solutions
Industry View on Remote Working - Royal London
New MSCI PIMFA Equity Risk Index Series Launch - PIMFA
May , 2020
October , 2019
PIMFA Plus - PIMFA
Shall we get engaged? - Octo Members Group
A closer look at consultation paper CP19 - Royal London
Should all investors be treated equally in the access to information from UK listed companies? - Investor Meet Company
Pricing in Wealth Management - Alpha FMC
Better Client Outcomes? - Elephants Don't Forget
Offset the impact of inflation by using a cash management service - Insignis Cash
Cyber Doctor - Mitigo
What could an apprentice do for your firm? - NMBA
Keeping the trillions of family wealth: how to win next-generation clients - Orbium
Digital Innovation in Wealth Management - Objectway
Between a rock and a hard place:how firma can handle diversity reporting and GDPR - MirrorWeb
Hacker Girl Episode Eight - TRMG
The Rise of Cryptocurrencies and the Question of Regulation - CityAM