Shifting behaviour from retail investors and wealth managers alike is challenging the status quo for traditional asset managers and those who don’t keep pace with the rate of change risk getting left behind
Sarasin’s head of charities on technological innovation, client suitability and striking the right balance between professionalism and authenticity in the workplace
Asset class has historically been slow to embrace change, writes Aviva Investors’ Fraser Lundie
After a record year of elections, how do asset managers prepare for the inevitable wave of client requests in the wake of major events?
Stonehage Fleming’s Gerrit Smit explains why the family office sits in the quality growth camp and how he is steering the Best Ideas fund towards the major themes of digitisation and healthcare
Brings together Broadridge’s value reporting and data with Boring Money’s demographic and perception data
‘Hopes of a soft landing often take hold before the economy hits the skids’, writes the head of economic and market strategy
The money is being invested by Industrial Thought group
Five industry experts talk about their companies’ philanthropic endeavours amid these challenging times
Liam Healy takes up the role from 4 September 2023
