Category: EValue News

10 Results Shown

EValue Ltd announces Heather Magee as HR Director

London, 6th July 2018– EValue is the UK’s market leader in the provision of digital, personal finance advice solutions and services that enable individuals to make sound investment decisions. EValue places its employees at the heart of its success and Heather’s 18 years of experience in HR makes her well-placed to develop a culture where everyone feels empowered and engaged. Heather has been a consultant to EValue for over three years and her passion and considerable expertise put her in a strong position to help the Company grow as a dynamic Fintech business. We have been working very closely with our recruitment partners during this y ...


Allocate Assets using EValue’s Insight

Whether it’s for an investor or a financial adviser acting on behalf of a client, aiming to achieve the most optimum return from a portfolio is no easy task, especially without the right guidance. Constructing an efficient asset composition which takes into account an investor’s specific financial goal, risk attitude and investment horizon invo ...

EValue Explains how to Manage Risk using Insight

Insight is capable of forecasting plausible future investment outcomes covering a range of key asset categories. A clear view of returns undoubtedly adds significant value to help empower better-informed investment decisions. But it would not take long before one starts to ask: which investment opportunity is best suited to my specific goals, time ...

EValue launches Insight global asset modelling to support investment decisions

London, 23/05/2018 – EValue has a long heritage in modelling global markets for institutional clients and sees significant opportunities to extend these capabilities for wealth managers, fintech propositions and investment managers seeking to drive better propositions for consumers. The full power of Insight and the benefits for the clients o ...

EValue Explains how to use Insight for Financial Forecasting

In today’s intertwined world, financial planning has become an increasingly daunting task. Pensions freedoms, the growth of sophisticated investment products and current, challenging, underlying economic factors have all led to an ever more complicated situation for financial advisers and consumers alike. As a result, demand for a one-stop soluti ...

A turbulent quarter with a silver-lining

In January, it looked like the Great Rotation might finally have begun. For more than a decade investors and market gurus have been on the lookout for the moment when the bull market in bonds would come to an end and equities would take off. Central banks were raising rates, inflation was overshooting in the UK and poking above the surface elsewher ...

EValue appoint new Marketing Director

London, 27th March – For over 20 years, EValue has been at the forefront of leading-edge technology supporting financial planning and investment advice in the UK. Chet Velani has been with EValue since its inception, and throughout his tenure has gained a unique combination of technical, operational and client engagement experience. Chet’s ...

2017 – End of Year reflections

In our final update to you, as the festive season begins, we would like to take this opportunity to thank you for the continued support you have shown us over the past 12 months. It’s been a real pleasure working with you. 2017 has certainly been a very busy year for all of us here at EValue: We were delighted to see continuing growth in our ...

Response to FCA pension transfer consultation

London, 21st September – EValue, leading technology provider to the financial services industry, has responded to the FCA’s Consultation Paper on pension transfers – read here. EValue agrees that pensions freedom offers some highly attractive flexibility which many DB members may wish to access and that advice on transfers must be look ...

An asset model which is well below par

Past performance is not always indicative of future results A hush descended over the expectant crowd, gathered around Augusta’s 18th green, as Sergio Garcia addressed his ball. Seventy-three times before Sergio had tried and failed to secure a major golf championship win. Was this to be his day? Many hoped but few expected that he could shrug o ...