Brooks Macdonald risk head lands at Quilter
Priti Verma was one of several senior departures from the investment manager, including CFO and COO
Risk
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Ben Goss on risk: Identifying true north in volatile times
Looking through events to distinguish short-term shifts from long-term reconfigurations is central to investing
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Ben Goss: The call of (consumer) duty
Dynamic Planner CEO on the potential benefits of the looming legislation and tech’s role in aligning asset managers, advisers and end-investors
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Rotation into risk assets might prove premature
Rebounds in both equities and govvies could have further to run but path to a sustained rally seems particularly narrow
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Wealth managers batten down the hatches as US enters technical recession
Tilt towards quality and defensive plays like short dated credit and govvies alongside rising cash levels
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Financial industry ‘completely underestimating’ physical risks from climate change
Fund managers are putting pressure on holdings to reveal mitigation strategies but good data remains hard to come by
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Ben Goss on risk: Navigating the aftermath of a crisis
‘Those bumps we feel are the lurching path we take as we change lane because crises makes first-time drivers of us all’
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Omicron drove £83m from equity funds in two days
Investors add £108m to money market funds in November after outflows in 10 of the past 12 months
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Ben Goss on risk: Weighing the ESG trade-off
Advisers can feel increasingly confident about meeting investor preferences on sustainability without having to rethink their suitability criteria
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Ben Goss on risk: Finding the liquidity balance
How can advisers help clients understand the level of liquidity they require and manage liquidity risk across the overall portfolio?
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SYZ Capital co-founder: What investors are getting wrong about uncorrelated assets
‘It is necessary to go further than your typical hedge funds or private equity solutions to find true uncorrelated assets’
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Ben Goss on risk: Modelling uncertainty
Like a reliable satnav, a good cashflow model is constantly working to offer a more realistic view of the road ahead