IA’s Sears on restructuring and the search for clarity
The Investment Association is seeking out fresh ways of working as it splits into three core divisions.
Profiles & Comment
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SHAM: Bricks and mortar, beards and why oil is in Dire Straits
We investors all have our expensive vices, right? Let me tell you about mine.
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Lightening the not-so-soft touch of the regulator
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.
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BlackRock’s Wharrier has big plans
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.
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Brooks’ Webster-Smith: US rate cycle the biggest risk out there
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.
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Matthews Asia’s Horrocks urges calm on China
As Matthews Asia launches an Asia ex Japan Dividend Fund, chief investment officer and portfolio manager Robert Horrocks dispels headline fears over the future of economic growth in China.
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Aviva’s Munro – waking the multi-asset giant
For almost two years Euan Munro has been reshaping Aviva Investors, putting its multi-strategy funds at the forefront of an outcome-oriented approach that is ringing the changes.
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Brewin’s wealth head Ford focusing on growth
Brewin Dolphin’s head of wealth and investment management Stephen Ford applies two key principles when running money: he believes integrity is paramount and that financial services is as much about people as performance.
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Woolnough says world economy healthier than many think
Arguably the biggest name in UK fixed-income investing, M&G’s Richard Woolnough talks bear markets, duration, deflation, outflows and whether bonds really do have a problem with illiquidity
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SHAM: Free your mind… and your asset allocation will follow
“It’s all about emptying your mind,” she said. “Take a deep breath and let your stresses go.”
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Wealth manager profile: Smith & Williamson’s Chris Kenny
Offering a truly tailored investment proposition is becoming increasingly difficult to get right but Smith & Williamson’s collegiate, collective approach seems a winning formula.
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Asset Allocator: UBS Wealth’s James Mulford
James Mulford made his move to UBS Wealth Management from Barclays Wealth in perhaps the most pivotal year in the recent history of financial markets, 2007.
