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Analysis
Andy Parsons: Spot the difference
Why would advisers focus on different qualities when assessing MPS and multi-asset portfolios?
Better business
Derek Smith: Boldly going to the tech frontier
Bringing together artificial intelligence, data and the human touch to improve client outcomes
Monday Club – 07/07/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Correlation streak’ and ‘It’s been emotional’
Video
Choice Words: Ryan Boothroyd, senior asset allocation specialist, Legal & General
On ‘macro regime change’, more nuanced ESG and seeking ‘gaps’ with the wider market
Partner zone
Alternative Lens: A sharper focus on interest rates, mortgages and energy costs
TIME Investments
Weekly market update with Paul Skinner
Wellington Management
The shocks that show valuations could catch up with the US
Artemis
Scottish Mortgage: manager review
Baillie Gifford
The changing nature of client vulnerability
Spotting and accommodating vulnerability must sit at the heart of any adviser business’s culture
Andy Parsons: Why passive MPS requires active due-diligence
With passive model portfolio strategies, warns Andy Parsons, advisers should be wary of concluding ‘cheapest is best’
No peaking … yet – the outlook for MPS
There may be cracks in the MPS edifice but the market still appears some way off from ‘peak’
Rob DeDominicis: After M&S – lessons in cybersecurity
Clients now expect their wealth manager to protect sensitive data as securely as their money
Baker Steel
Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2: Video
Baker Steel’s David Baker discusses why investors can remain optimistic on the outlook for gold-mining equities – and arguably be...
Capital Group
Five growth themes for the next five years
While investors are not bailing on Big Tech, many are concerned about concentration risk and excessive exposure to these companies...
Comgest
Deep opportunities for growth in Japan
Comgest’s Richard Kaye explains why he believes Japan is one of the most exciting markets and how investors can benefit...
GoodHart Partners
An Uncomfortable and Inconvenient Truth
Amid equity market declines of a scale and speed not witnessed in many years, investors now face a stark choice
Choice words
15:51 min
Choice Words: Justin Urquhart Stewart, co-founder of 7IM
On client engagement, ‘family financial planning’ and aiming for the best wine you can afford
14:11 min
Choice Words: John Husselbee, head of multi-asset at Liontrust
On leading on service, custom-made acronyms and building your network one 'bucket' at a time
29.01 min
More choice words videos
Watch: Choice Words: Sam Buckingham, investment consultant at Buckingham Research
Watch: Choice Words: Matt Ennion, head of collective research at Quilter Cheviot
Watch: Choice Words: Simon Evan-Cook, manager at Downing Fox Funds
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
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
Podcast
Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2
23:48 min
Events
The Wealth Forum June: Coworth Park, Ascot
26th - 27th June 2025 | Berkshire
The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers
The Wealth Forum, Scotland: Edinburgh
9th September 2025 | Edinburgh
The Wealth Forum, Scotland, Edinburgh: A premium event for top fund selectors in Scotland
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...
23:48 min listen
Word to the wise
Jam on the brakes
The chairman of the insignificantly sized investment company TwoHoots Asset Management discusses the art of room-reading