Profiles & Comment
Quilter’s Alan McIntosh: My biggest beef with wealth management
Alan McIntosh’s 36-year investment career started with a difficult choice between the humanities and economics but while the numbers game won out he has utilised his love of literature in his approach to business.
Wealth manager marketing concerns ahead of GDPR
Email marketing is one of the areas wealth managers are most interested to find information on in the lead up to the General Data Protection Regulation (GDPR), according to Personal Investment Management & Financial Advice Association (Pimfa). Senior policy adviser Giulia Lupato explains how to become fully compliant as the deadline approaches on 25 May.
Kames’ Snowden: Embracing volatility as an active bond manager
Bond markets have been volatile since the start of the year, and it’s providing excellent conditions for active managers to add value. Indeed, last year there was only one thing that I really wanted for Christmas. That was a bond market sell-off.
How Nutmeg picks ETFs for portfolios
Nutmeg investment manager James McManus has said there is plenty of room for fees on core exposure in UK and gilts passives to catch up with US tracker funds, as he outlines the robo-adviser’s investment process from asset allocation to legal T&Cs.
Evenlode’s Peters escapes brother-in-law Yarrow’s shadow
Ben Peters of Evenlode on the meteoric rise of the boutique firm out of the ashes of the financial crunch and how his training as a physicist informs the scientific approach to stock selection that has allowed the firm’s flagship fund to hit a cool £2bn.
Investec’s Summers: relationship between government and business is key to success
A deep understanding of the link between government and business is at the heart of Andrew Summers’ success at Investec Wealth & Investment, putting his knowledge of the changing role of the state and the private financial sector to work in championing his funds.
WM profile: JH&P’s James Horniman
Soon-to-be-published author James Horniman is leading James Hambro & Partners’ foray into the IFA market. With greed one of the themes of his novel, he is conscious of a culture within the industry of ‘growth for growth’s sake’ – an approach he is keen to avoid, preferring instead to focus on the client.