Lombard Odier’s Monier on taking a bolder approach to risk
Wealth management’s own Phileas Fogg, Lombard Odier’s Stéphane Monier has had a well-travelled career and is now adding some intercontinental spice to private banking.
Profiles & Comment
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Godber and Hamilton: How Polar Capital’s power duo find value
Polar Capital’s dynamic duo talk to Portfolio Adviser about the ongoing hunt for value, and taking turns on the ‘grunt work’.
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WM profile: Michel Perera, Canaccord Genuity Wealth Management
The master of reinvention Michel Perera, chief investment officer at Canaccord Genuity Wealth Management, talks about his investment process, the importance of establishing a client’s risk profile and identifying value in UK equities.
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Orbis Investments: Target the micro for solid investment returns
A dedicated stockpicker who is happy to talk about holding companies ‘forever’, Ben Preston wants investors to refocus on the long-term picture.
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Nasdaq correction: warning shot or the start of a bubble bursting?
While all eyes were on the FTSE All Share and how it would react to a hung parliament last Friday, something a little more dramatic was occurring the other side of the pond and, for once, it wasn’t Trump-related.
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Absolute return funds: The bigger they are, the harder they fall
Absolute return funds have been huge sellers for the past two years but as the funds get larger, performance is prone to suffer.
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Fund manager profile: Nick Gartside, JP Morgan Asset Management
JPM CIO of fixed income Nick Gartside sees a world of opportunities as central banks and ‘animal spirit’ revive the markets.
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Wealth manager profile: Jon Cunliffe of Charles Stanley
With central banking and fund management experience under his belt, Charles Stanley’s CIO has the experience to ensure the firm is not spreading talent too thinly.
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Kleinwort Hambros: Portfolio construction is ‘form of alchemy’
A year on from the merger of two 19th century institutions, Kleinwort Hambros is looking to the future for technological progress.
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The chief concern for UK equity income funds
After several months of consultation and no doubt reams of persuasive submissions, the Investment Association relaxed its rules around the UK Equity Income sector last month.
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Fund Manager Profile: Andrew Swan, BlackRock
BlackRock’s Hong Kong-based manager Andrew Swan on putting flexibility and the willingness to take big bets at the heart of his philosophy, and why he is casting financials as the next big value opportunity in Asian equities.
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Wealth Manager Profile: WH Ireland’s Roderick Buchanan
WH Ireland wealth management head Roderick Buchanan talks about overhauling the business, embracing the digital age and why a ‘sensible’ investment style is best for clients.
