SHAM: A postcard from Panama
Apologies for SHAM’s lack of correspondence of late, blame the terrible state of the Panamanian postal service.
Apologies for SHAM’s lack of correspondence of late, blame the terrible state of the Panamanian postal service.
Investec uses three portfolio buckets – growth, defensive and uncorrelated assets – while shunning the usual suspects for a wide range of asset classes and financial instruments.
As head of Mediolanum’s multi-manager division, Brian O’Rourke and his team are focused on finding alternative sources of income to meet the needs of their varied, mostly Italian, clients.
Alan Rowsell started his working life as an economic researcher at the Treasury in London but his career would soon be shaped by transatlantic attractions.
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Liontrust manager Anthony Cross talks about his long-term working relationship with co-manager Julian Fosh, their investment process of economic advantage and the importance of intellectual property in an age of offshoring.
A global player able to leverage off the success of its banking parent, Santander Asset Management believes its Atlas range is a cut above in the world of multi-asset.
The Investment Association is seeking out fresh ways of working as it splits into three core divisions.
We investors all have our expensive vices, right? Let me tell you about mine.
The regulatory pressures keeping wealth managers away from their core day job – running money – are unlikely to abate anytime soon, which is where companies like Pershing come in.
It is clear BlackRock has big plans for its UK Income Fund. While it is only £322m in size, the portfolio has three experienced fund managers looking after it, as well as the resources of its broader UK equities team to help with idea generation.
The number of risk profiles developed by bespoke wealth manager Brooks Macdonald has grown from one to 10. Jonathan Webster-Smith explains the investment process underpinning the model portfolio service he runs, as well as why he believes monetary policy is a driving force.