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
Wealth Management
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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
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Tyndall’s Edward Allen: TCF guides all we do
Boutique’s private clients investment director on a ‘dignified pause’ in regulation and always putting the client first
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UBS and Credit Suisse: Global wealth set to reach $629trn by 2027
Global wealth predicted to rise by 38% over four years
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Quilter profits jump 25% as it expects to deliver ‘cost-saving’ plan a year early
While AUM ticked up 2% in first half
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Rathbones and Investec W&I given the go-ahead for all-share merger
The deal is due to take place on 21 September
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Quilter Cheviot adds quartet to business development team
Adam Davey has joined the Glasgow office from Royal London
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Find your calling and be prepared
Brooks Macdonald’s Todd Cijunelis on knowing your clients, encouraging younger people to use wealth managers and protecting against inflation
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Is investing too tribal?
Andy Merricks, co-manager of the Margetts IDAD Future Wealth Fund, argues for a more geographically agnostic approach to investing
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CFA UK CEO: Maintaining clients’ confidence during volatile periods
Natalie Kenway speaks to Will Goodhart about the most recent changes to the CFA programmes and a challenging outlook for wealth managers