Wealth manager Q&A with Caroline Kitidis: Tech it or leave it
Global head of ultra-high net worth at HSBC Global Private Banking, on the importance of remaining open-minded and willing to embrace new technologies
Global head of ultra-high net worth at HSBC Global Private Banking, on the importance of remaining open-minded and willing to embrace new technologies
Though volatile markets are unnerving for both wealth managers and their clients, Sarasin & Partners’ James Fishbourne says it is during these times you learn long-lasting lessons
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
King & Shaxson’s client relationship manager on why investing is better placed than ever to make a positive impact and why we need more transparency from fund providers
Brooks Macdonald’s Todd Cijunelis on knowing your clients, encouraging younger people to use wealth managers and protecting against inflation
Hargreaves Lansdown’s financial advice & guidance director on making finance and investment more accessible, inclusive and engaging for clients
How private markets might be replacing their public counterparts in shouldering the hard work of building businesses
Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April
Mark Powell of JM Finn on the sector’s increasing professionalism, the impact of Consumer Duty and the perennial tussle between income generation and capital growth