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
The manager discusses putting ESG concerns front and centre of investment and the ‘ongoing education piece’ on both sides of the client/adviser relationship
The head of Columbia Threadneedle’s multi-manager team discusses passive investing, the trend for short-termism and the importance of making industry connections
CS Investment Managers’ Robert Darling believes collaboration between competitors on regulatory change is a must if the industry wants to punch above its weight
Daniel Minett launches Five Horizons under the umbrella of P1 Investment Services
Boutique’s private clients investment director on a ‘dignified pause’ in regulation and always putting the client first
Global wealth predicted to rise by 38% over four years
While AUM ticked up 2% in first half
The deal is due to take place on 21 September
Adam Davey has joined the Glasgow office from Royal London
Brooks Macdonald’s Todd Cijunelis on knowing your clients, encouraging younger people to use wealth managers and protecting against inflation
Andy Merricks, co-manager of the Margetts IDAD Future Wealth Fund, argues for a more geographically agnostic approach to investing
