Wealth Manager
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Saltus’ Jon Macintosh: ‘Our job is to save clients from themselves’
Advisers should be offering solutions that improve their clients’ lives while steering them away from passing trends
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Kingswood CEO: Consumer duty biggest regulatory challenge right now
‘We are facing huge societal challenges,’ warns David Lawrence
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Ferdi van Heerden: Fighting for our own piece of the value chain is the wrong approach
Momentum Global Investment Management CEO talks building collegiate relationships across industry to deliver for investors
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Hawksmoor’s Ian Bailey: Process has to fit the client, not the other way round
‘Wealth managers try and undercut each other, but we find that clients increasingly recognise you get what you pay for’
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Ewan Markson-Brown: ‘Long-term growth investing works better in Asia than most other markets’
Crux Asia ex-Japan strategy is less tech-heavy than his former Baillie Gifford fund, with punchier positions in materials and commodities
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Chris Applin: Our portfolios are ‘steady work-horses’ not show ponies
‘Our view is clients should never lose sleep over what we are doing,’ says Mirabaud senior portfolio manager
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Half-time scores – how the investment industry is faring in 2022
Severe share price slumps and outflows widespread across the asset and wealth management sector though there are a few anomalies
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Louis Coke: Investors needs to know how wealth is created
Charles Stanley senior investment manager says part of the job is investment, but a lot of it is also education
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Jean-Yves Chereau: Long-term investing is the only way to generate superior returns
The J Stern & Co partner talks about following an investment approach going back 60 years
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Poppy Fox: ‘Women are not excessively risk averse’
Quilter Cheviot investment director wants to encourage more women to invest as 70% found not to be engaging with their finances
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Brooks Macdonald assets jump above £17bn as outflows reverse
But chief executive warns of challenges ahead as Ukraine crisis unsettles markets
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Tony Yousefian: ‘Big boom and bust of the past is no longer there’
Investors must be more aware of type of investment that will suit each cycle, says Beckett AM portfolio manager
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