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’
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
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Consumer Duty playing a role in driving the trend
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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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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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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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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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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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Daniel Minett launches Five Horizons under the umbrella of P1 Investment Services
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Boutique’s private clients investment director on a ‘dignified pause’ in regulation and always putting the client first
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Global wealth predicted to rise by 38% over four years
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While AUM ticked up 2% in first half
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The deal is due to take place on 21 September
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