Category: EValue News

10 Results Shown

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 experiences across the entire business, and his deep understanding of the financial services industry, will help EValue develop a more operational based marketing approach to align with EValue’s future ambitions.  Following a transition period, Ben Cicchetti will leave EValue for a new role with ...


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 ...

EValue appoints Paul McNamara as Chief Executive Officer

EValue provides bespoke financial forecasting for over 90% of the UK’s major financial services institutions and a large segment of the adviser market use its proprietary asset modelling and financial planning tools. The company sees robo-advice, the re-engineering of the advice process and the workplace as prime opportunities for corporate growt ...

EValue’s actuarial heritage is alive and thriving

Individual commitment to a group effort is the simple definition of teamwork. Nowhere is that more evident than here at EValue where all of our employees come together from diverse backgrounds, bringing with them unique and wide ranging skills. However relying on talent and skill alone does not guarantee success, neither the delivery of consistent ...

Can an actuary predict the winner of Euro 2016?

It can however give a relatively good indicator. At the end of the tournament, the spreadsheet had successfully predicted 21 out of 51 games correctly and received 14 bonus points, leading to our actuary winning the EValue Euro 2016 predictions league. July 8th Update Following last night’s match between France and Germany, our actuary’s’ spr ...

Press Release: EValue makes radical changes to asset allocation post-Brexit

Based on the forecast returns of the model, EValue has reviewed all its risk rated asset allocations in response to the significant impact Brexit has had on the relative attractiveness of major UK asset classes – equities, bonds and commercial property. Prospective returns on UK commercial property have been a casualty of Brexit. Commercial prope ...

Fantasy Football?

Even Leicester’s most ardent fans may have been hard pressed to predict this outcome, given that just under a year ago Leicester were languishing near the bottom of the table. However, as Leicester’s success has shown us, relying on past performance, whether good or bad, is not exactly the best method of forecasting football results. The same c ...

The rainbow of death

When I was 21 and just starting work, all the statistics said “Men live until they’re about 73”. So I thought that if I retired at 65, which seemed like the right sort of age, I’d only have 8 years in retirement. Seemed unfair, since women lived a few years more, but I accepted it. And quite frankly, I could probably sort myself out for 8 y ...