Wealth manager Q&A with Mark Ivory: Junk the jargon
Head of portfolio management at Adam & Company on simplifying industry terminology, the dominance of the US and addressing imbalances in financial literacy
Head of portfolio management at Adam & Company on simplifying industry terminology, the dominance of the US and addressing imbalances in financial literacy
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Dr Sarah Ruggins, head of investment specialists at St. James’s Place, on cognitive diversity, financial inclusion and the avoidance of group-think
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70% described leadership as ‘actively resistant’ to ethnic and racial diversity initiatives
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78% of investor clients call manager diversity ‘irrelevant’ in selection
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Survey found that corporate culture, inclusion, company values and sustainability are highly valued by financial services employees
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Caroline Bagshaw highlights the initiatives firms should adopt to move the needle towards better diversity, equity, and inclusion
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Very little has changed since BLM movement, Reboot survey finds
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Ratio of women in asset management declines with seniority
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Abi Chamberlain discusses how the industry can ask the right questions and use data to drive change
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The wealth manager on client engagement, public access to financial advice and challenging the underrepresentation of women in the industry
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Workplaces that encourage diversity of thought reap notable business benefits, writes Baroness Helena Morrissey
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The investment manager reflects on the future of women in finance and considers the potential for growth in ESG investing
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