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Andy Parsons: Benchmarking 2.0

Analysis

Andy Parsons: Benchmarking 2.0

The thinking behind the launch of active-only and passive-only MPS comparator indices

Monday Club – 06/10/25: Your weekly Wealthwise digest

Analysis

Monday Club – 06/10/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Eastern premise’ and ‘Signal lost’

What does a Takaichi presidency mean for Japan and its markets?

Analysis

What does a Takaichi presidency mean for Japan and its markets?

Plenty of challenges still await but the outlook for Japan appears to have strengthened

Absolute Insight: Liquid alts – the under-owned diversifier

Analysis

Absolute Insight: Liquid alts – the under-owned diversifier

Why, asks Ian Willings, are liquid alternatives so hated by fund-buyers?

Partner zone

Will the divergence in monetary policy globally continue?

M&G Investments

The world according to Trump

CARMIGNAC

Cyclical Outlook: Tariffs, Technology, and Transition

PIMCO

The Algebris Bullet | The elephant in the room

ALGEBRIS INVESTMENTS


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Analysis

The Wealth Connection: IIMI’s Dani Hristova

Analysis

The Wealth Connection: IIMI’s Dani Hristova

On championing entrepreneurialism, evolving culture and challenging the narrative

Boutique Critique: Langdon Global Smaller Companies

Analysis

Boutique Critique: Langdon Global Smaller Companies

The boutique structure is best for fostering independently-minded stockpickers, argues Alex Paget

What can be expected from the FCA’s model portfolio review?

Analysis

What can be expected from the FCA’s model portfolio review?

Previous such exercises by the regulator suggest its focus could be on two key areas

Is there an alternative approach to alternatives?

Analysis

Is there an alternative approach to alternatives?

Should wealth managers target less traditional asset classes or just a more thoughtful equity and bond allocation?

Partner zone

Rethink energy exposure: ignore electricity at your peril

Redwheel

Rethink energy exposure: ignore electricity at your peril

In recent years, the energy landscape has shifted dramatically, with electricity capturing an increasingly significant share of global energy consumption

Navigating the great wealth transfer

Vanguard

Navigating the great wealth transfer

The great wealth transfer represents opportunity and risk in equal measure for financial advisers

Bond navigators: Can Ofgem make gas more solid?

Royal London Asset Management

Bond navigators: Can Ofgem make gas more solid?

While the UK water sector has faced widespread controversy in recent years, as well as significant volatility in issuers’ bond...

Don’t look back in anger: the recovery and rise of Emerging Markets

GIB Asset Management

Don’t look back in anger: the recovery and rise of Emerging Markets

Emerging Markets are capturing renewed investor attention, outperforming U.S. equities as improved governance, fiscal reform, and a weaker dollar reshape...

Choice Words

Choice Words: Richard Philbin, senior investment director at Hawksmoor IM

Choice words

Choice Words: Richard Philbin, senior investment director at Hawksmoor IM

On the ‘consistently-consistent’, wealth management 2.0 and never fielding 11 goalkeepers

22:40 min

Choice Words: Dipesh Mesuria, head of fund research at Bordier UK

Choice words

Choice Words: Dipesh Mesuria, head of fund research at Bordier UK

On manager ‘energy’, encouraging cognitive diversity – and the lure of busses

23:07 min

Choice Words: Ben Goss, CEO of Dynamic Planner

Choice words

Choice Words: Ben Goss, CEO of Dynamic Planner

On explaining risk effectively, balancing technology and trust and an eye-opener to AI

33:19 min

More choice words videos

Watch: Choice Words: David Coombs, head of multi-asset investments at Rathbones AM

Watch: Choice Words: Ian Wood, CIO at Titan Investment Solutions

Watch: Choice Words: Ben Kumar, head of equity strategy at 7IM

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Partner Videos

Investment views: US midcaps are a ‘tremendous fishing pond’ for active investors

Partner Video

Investment views: US midcaps are a ‘tremendous fishing pond’ for active investors

Barrow & Hanley head of US equities Mark Giambrone makes the case for an allocation to US midcaps

01:52 min

Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2

Podcast

Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2

Baker Steel’s David Baker discusses why investors can remain optimistic on the outlook for gold-mining equities – and arguably be...

23:48 min

Investment views: ‘Carbon is probably the most impactful investment you can have’

Partner Video

Investment views: ‘Carbon is probably the most impactful investment you can have’

KraneShares head of strategy Luke Oliver on the case for investing in carbon

08:55 min

Events

The Wealth Forum Autumn: Coworth Park, Ascot

Events

The Wealth Forum Autumn: Coworth Park, Ascot

13th - 14th November 2025 | Berkshire

The Wealth Forum Autumn, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset...

The Wealth Forum South West: The Royal Crescent, Bath

16th - 17th October 2025 | Bath

The South West Wealth Forum, The Royal Crescent, Bath: A premium event for the UK’s top fund selectors in the...

The Wealth Forum North: Rudding Park, Harrogate

8th - 9th May 2025 | Harrogate

The Wealth Forum: North, Rudding Park, Harrogate: A premium event for the UK’s top fund selectors in the North

The Wealth Forum Channel Islands: Jersey

5th June 2025 | Jersey

The Wealth Forum: Channel Islands, The Royal Yacht: A premium event for top fund selectors in the Channel Islands from...

Podcasts

Gold’s holding, silver’s singing, platinum’s popping – is it time to revisit the miners? Baker Steel’s David Baker, Episode 3

Discover why Baker Steel’s actively managed approach, and its strategic and nimble portfolio positioning across gold, silver, and PGM miners,...

30:02 min listen

Word to the wise

Angels and demons

The chairman of the insignificantly sized investment company TwoHoots Asset Management offers some help on overcoming a phobia

Angels and demons
WEALTH WELL CONNECTED

Investment and wealth creation are inherently long-term endeavours and, at Wealthwise, we believe intelligent coverage of the space – and the professional relationships forged within it – should aspire to a similar timeframe. Wealthwise therefore exists to build constructive, durable connections between the wealth and asset management sectors – both in person and online.

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