View from the top with Klaus Schuster: It’s important to communicate, to join the dots
The CEO, EMEA, at Fiera Capital, discusses organic growth, private markets and investing in natural capital
Wealth Management
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Mattioli Woods shareholders give green light to Pollen Street acquisition
The deal values AIM-listed Mattioli Woods at £432m
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Wealth manager Q&A with Caroline Kitidis: Tech it or leave it
Global head of ultra-high net worth at HSBC Global Private Banking, on the importance of remaining open-minded and willing to embrace new technologies
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FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
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Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
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Nearly all advisers expect their use of DFMs to increase
Consumer Duty playing a role in driving the trend
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Wealth manager Q&A with James Fishbourne: Seeing the wood for the trees
Though volatile markets are unnerving for both wealth managers and their clients, Sarasin & Partners’ James Fishbourne says it is during these times you learn long-lasting lessons
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View from the top: Pimfa’s Liz Field on Consumer Duty and the ‘new emerging rule book’
Liz Field, chief executive of Pimfa, looks back at a trio of huge regulatory projects – and ahead to what the coming year has in store for the trade body and its membership
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Mirabaud Wealth Management’s Paul Whelan: Lifelong learning
The manager discusses putting ESG concerns front and centre of investment and the ‘ongoing education piece’ on both sides of the client/adviser relationship
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Robert Burdett Q&A: ‘This is a people business’
The head of Columbia Threadneedle’s multi-manager team discusses passive investing, the trend for short-termism and the importance of making industry connections
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Arguing the case for ‘cooperation’
CS Investment Managers’ Robert Darling believes collaboration between competitors on regulatory change is a must if the industry wants to punch above its weight
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Ex-Brooks Macdonald deputy head launches wealth boutique
Daniel Minett launches Five Horizons under the umbrella of P1 Investment Services