Dan Kemp, ex-CIO of Morningstar and founder of Portfolio Thinking, discusses his 'Do's and Don'ts' for ETF investing - explaining why thematics are a money pit and how there might be hope for semi-transparent ETFs in Europe.
May 20
28 min
Tyndall IM’s James Sullivan explains why the ‘squeezed middle’ is a myth and why fund houses have lost their M&A premium.
May 19
20 min
Will Hobbs, CIO of Brooks Macdonald, joined the UK wealth firm last month, having worked at Barclays for more than two decades. He shares why he moved, his first impressions of his team and why he holds a contrarian view on emerging markets.
May 6
22 min
Nearly 10-years after launching as a disruptor in the wealth space, CEO Charlotte Ransom explains why NetWealth is still ahead of the competition.
Apr 21
25 min
A new report from BDO reveals first-generation wealth creators are facing an 'existential crisis' when it comes to succession plans.
Apr 7
27 min
As Middle East tensions mount, Stonehage Fleming's head of multi-asset Peter McLean reveals the specific macroeconomic catalyst the firm needs to see before rebalancing portfolios
Mar 27
25 min
Peter Clark, CEO of Bentley Reid, led the firm’s expansion into the Middle East and believes it will remain a hub for high net-worth individuals, despite the threat of escalating conflict in the region amid US and Israeli attacks on Iran.
Mar 10
29 min
One of the UK's best-known fund managers discusses setting up a boutique dedicated to value investing and the opportunities, from perceived AI losers to cheap American stocks, he's finding today.
Feb 26
32 min
Lord John Lee discusses why British people invest less than in any other G7 country and how he would start to change that.
Feb 12
31 min
Louis Coke, director of private clients at Charles Stanley, explores the key ways the role of the wealth manager is changing.
Jan 27
27 min
Load more