Sun Global: The family office for Indians in the UK
The wealth manager champions a ‘1980s model’ with non-resident Indians
Profile
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BMO GAM’s Willis and Spencer prepare for post-QE reckoning
Multi-manager team is increasing exposure to boutique active managers
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Caspar Rock: Getting beneath the PowerPoint spin
The poacher turned gamekeeper brings lessons from fund management to Cazenove
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Lehman collapse signalled ‘full-blown crisis’
Still plenty of debt on balance sheets, says Aberdeen Standard Investments global head of fixed income
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M&G’s Rhodes: Bull market has left many managers unchallenged
Stuart Rhodes launched the Global Dividend Fund during the financial crisis
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Richard Philbin: ‘Regulation and compliance is ridiculous’
Richard Philbin entered the investment industry with the aim of becoming wealthy and while he has enjoyed a rich career in a number of roles, he is finding the current regulatory climate trying.
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Blue Whale’s Yiu: ‘Ban diversified portfolios’
For Blue Whale Capital’s lead fund manager and chief investment officer Stephen Yiu, the ambition is as large as the namesake mammal.
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Canada Life’s Marchant: Equities aren’t too expensive
For David Marchant, asset allocation requires a balanced approach as markets emerge from an extended period defined by quantitative easing and low rates.
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Arbuthnot’s Gardner: ‘We are considering other overseas locations’
Arbuthnot Latham’s StJohn Gardner explains how he is inspired by the scouting movement’s can-do attitude and the benefit of having no in-house products when developing client solutions.
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Crux’s Pease and Milne: ‘We’re big fish in a small pond’
A key part of the boutique style for Richard Pease and James Milne is adding a personal touch to their dealings with company management, all while accompanied by their four-legged friend.
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Liontrust’s Husselbee: Managers must have a 10-year track record
Liontrust’s John Husselbee has resolute opinions on the art of fund management, shunning managers and active funds with a track record any shorter than 10 years.
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Aviva’s multi-asset team shuns domestic stocks
Aviva Investors’ Paul Parascandalo and Thomas Wells believe the UK brings little to the global party while there is everything to play for in the emerging markets and US sectors.