Sarasin & Partners’ Black on the importance of loyalty
A culture of loyalty is central to Sarasin & Partners, which has many employees that stay for decades, including partner and head of private clients Jamie Black, who says the firm’s position has changed little since it set up in the ’80s.
Felix Wintle: why the US is the world’s most exciting market
Felix Wintle rises to the challenging complexities of the US market and never tires of the sector he believes offers the most exciting investments in the world.
Tcam’s Bathgate on sussing out contrarian opportunities
Tcam’s Haig Bathgate is a self-professed “glass-half-empty Scot,” with a tendency to look at the downside to get a true understanding of risk before investing, but he is also contrarian, sussing out corners of the market where others fear to tread.
Invesco Perpetual’s Butcher on navigating political turmoil in Europe
Since Stephanie Butcher took the helm of Invesco European Equity Income, the politics of the region have been in turmoil. But the trials seem to have abated and she is now reaping the rewards of shrewd value approach.
Lombard Odier’s Monier on taking a bolder approach to risk
Wealth management’s own Phileas Fogg, Lombard Odier’s Stéphane Monier has had a well-travelled career and is now adding some intercontinental spice to private banking.
WM profile: Michel Perera, Canaccord Genuity Wealth Management
The master of reinvention Michel Perera, chief investment officer at Canaccord Genuity Wealth Management, talks about his investment process, the importance of establishing a client’s risk profile and identifying value in UK equities.
Orbis Investments: Target the micro for solid investment returns
A dedicated stockpicker who is happy to talk about holding companies ‘forever’, Ben Preston wants investors to refocus on the long-term picture.
Wealth manager profile: Jon Cunliffe of Charles Stanley
With central banking and fund management experience under his belt, Charles Stanley’s CIO has the experience to ensure the firm is not spreading talent too thinly.
Kleinwort Hambros: Portfolio construction is ‘form of alchemy’
A year on from the merger of two 19th century institutions, Kleinwort Hambros is looking to the future for technological progress.