David Esfandi: You never stop learning
CGWM CEO discusses inflation, the positive impact of Consumer Duty and making wealth management more attractive
CGWM CEO discusses inflation, the positive impact of Consumer Duty and making wealth management more attractive
Atomos’ head of investments on the positive regulation and how the industry can be a force for good
Director of proposition on recognising the value wealth management can bring to clients and the importance of keeping an open mind
Advisers should be offering solutions that improve their clients’ lives while steering them away from passing trends
‘We are facing huge societal challenges,’ warns David Lawrence
Momentum Global Investment Management CEO talks building collegiate relationships across industry to deliver for investors
‘Wealth managers try and undercut each other, but we find that clients increasingly recognise you get what you pay for’
Crux Asia ex-Japan strategy is less tech-heavy than his former Baillie Gifford fund, with punchier positions in materials and commodities
‘Our view is clients should never lose sleep over what we are doing,’ says Mirabaud senior portfolio manager
Severe share price slumps and outflows widespread across the asset and wealth management sector though there are a few anomalies
Charles Stanley senior investment manager says part of the job is investment, but a lot of it is also education
The J Stern & Co partner talks about following an investment approach going back 60 years