As technology has transformed how we absorb and react to information and market developments, Wealthtime’s commercial director says advisers must prioritise engaging the next generation of wealth
Shifting behaviour from retail investors and wealth managers alike is challenging the status quo for traditional asset managers and those who don’t keep pace with the rate of change risk getting left behind
Sarasin’s head of charities on technological innovation, client suitability and striking the right balance between professionalism and authenticity in the workplace
Investment director, private clients, at Tyndall Investment Management on the the pitfalls of short termism and the risk of over-concentration due to the ballooning of the passives sector
7IM’s Ben Kumar has witnessed the rise and rise of index investing, is both curious and annoyed by bitcoin and warns of the dangers of checking your savings account on a daily basis
Head of portfolio management at Adam & Company on simplifying industry terminology, the dominance of the US and addressing imbalances in financial literacy
The CIO has witnessed the adoption of model portfolios reshape the investment landscape but believes there is still work to be done
Dr Sarah Ruggins, head of investment specialists at St. James’s Place, on cognitive diversity, financial inclusion and the avoidance of group-think
Place clients’ needs at the heart of every decision, explains SG Kleinwort Hambros’ head of UK domestic wealth planning, and everything else will fall into place
The wealth manager on client engagement, public access to financial advice and challenging the underrepresentation of women in the industry
Given all clients have the potential to be vulnerable, why are so many firms failing to acknowledge the existence of at-risk investors?
Head of UK investment management at Canaccord Genuity Wealth Management on the effect of technology
