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Steve D'Souza

Boom! CoVid-19 - That put a spanner in the works! Working from homes....

When talking to our clients at the moment they fall into two camps- one for whom the dispersion of staff to a home office environment was a long way down the scenarios on their BCP, and therefore they...

28 Apr 2020
Trends in Financial Services
Steve D'Souza

Can you predict the future with Technology? Is this the end of Financial Planning?

The world of financial planning and wealth management has been heavily impacted by technology. The advent of mobile devices and cloud computing has ushered a more scientific and mathematical approach ...

06 Feb 2018
Steve D'Souza

Conduct Risk- How Can Technology help drive cultural Change?

Conduct Risk- Boring? Just another FCA fad? The concept of ‘conduct risk’ was first aired in 2011 in the then Financial Services Authority’s Retail Conduct Outlook. It was described there as “the risk...

09 Feb 2015
Steve D'Souza

What do you do to get a suitable client? Part 2

“There can be no disparity in marriage like unsuitability of mind and purpose.” ― Charles Dickens, David Copperfield The Financial Conduct Authority (FCA) requires all wealth managers to demonstrat...

01 Sep 2014
Steve D'Souza

A suitable there such a thing?

The Financial Conduct Authority (FCA) has a clear set of guidelines that require wealth managers to demonstrate the exercise of their duty of care towards clients. All wealth management firms recognis...

11 Aug 2014
Steve D'Souza

Will the world live as one? Wither IoT...

John Lennon said “You may say I'm a dreamer, but I'm not the only one. I hope someday you'll join us. And the world will live as one.” In the technology news recently, was one item that probably p...

07 Jul 2014

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