Wealth manager Q&A with Matt Sharp: ‘AI is the next game changer’
Head of UK investment management at Canaccord Genuity Wealth Management on the effect of technology
Wealth Manager
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Wealth manager Q&A with Eren Osman: The power of passives
Arbuthnot Latham MD on the profound impact of passives, financial wellbeing and how assessing suitability is still the most important piece of regulation
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View from the top with Klaus Schuster: It’s important to communicate, to join the dots
The CEO, EMEA, at Fiera Capital, discusses organic growth, private markets and investing in natural capital
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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
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Wealth manager Q&A with James Fishbourne: Seeing the wood for the trees
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
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View from the top: Pimfa’s Liz Field on Consumer Duty and the ‘new emerging rule book’
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
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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
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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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Craig Hart: It’s easier these days to make a positive impact
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
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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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Richard Caldicott: ‘It’s client first, every time’
Hargreaves Lansdown’s financial advice & guidance director on making finance and investment more accessible, inclusive and engaging for clients