Wealth Managers

The financial industry often baulked at the tens of billions of euros it pays for EU’s comprehensive regulation framework put in place post 2008 financial crisis. With markets in turmoil over Russia-Ukraine, that tone now is different.

As the asset management industry embraces wealthtech, its business model has suddenly become very scalable. That also explains the interest of private equity, writes Han Dieperink in his column for Investment Officer this week.

The momentum score of value stocks is on the rise as a result of the recovery of financials, energy and a strong performance of the basic materials sector. If value stocks become momentum stocks, this could give an extra boost to the style rotation that has started since November last year. 

Morningstar’s Jeffrey Schumacher discussed momentum investing in a contribution to Investment Officer and Fondsnieuws.

A Netflix-like environment that provides access to advice that is data-driven, personalized, continuous and preferrably subscription-based, is the future of wealth advice according to McKinsey.

CapitalatWork is investigating the possibility of making small acquisitions in the Netherlands. The Belgian asset manager states it already has sufficient critical mass in its home market and the Luxembourg market, but is also looking at acquisition opportunities there.

This according to CEO Maarten Rooijakkers and CIO Erwin Deseyn (photo) of CapitalatWork in an interview with Investment Officer.