Homepage - Wealthwise

Better business

Preya Patel: Tackling the hidden MPS tax headache

Excess reportable income is a risk for advisers – and is likely to become a bigger problem as the use...

Analysis

Monday Club – 05/05/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘US v Europe’ and ‘Hundred up’

Analysis

Andy Parsons: Active or passive? That is the question

Data analysis can raise as many questions as it answers but even then, says Andy Parsons, good data can help

Video

Choice Words: Simon Evan-Cook, manager at Downing Fox Funds

On journeys heroic and unheroic, manager red flags and ‘dishwasher-proof’ assets

Partner zone

The shocks that show valuations could catch up with the US

Artemis

When risks collide: the case for diversifying via liquid alternatives

Aviva Investors

On the Minds of Investors – Rethinking equity income in volatile markets

J.P. Morgan Asset Management

DoorDash: delivering the goods

Baillie Gifford

Analysis

Absolute Insight: Cutting through the noise around absolute return

Absolute return is essential for the new investment reality, writes Ian Willing

Opinion

Tariffying prospect

The chairman of the insignificantly sized investment company TwoHoots Asset Management talks U-turns and E-turns

Analysis

Quarterly view: Eyes on the horizon

As investors batten down hatches in the tariffs storm, Cherry Reynard looks to the longer term for signs of hope

Analysis

Fly on the Wall: Artemis US Smaller Companies

The Adviser Centre lets Julian Marr attend one of their fund manager meetings – as long as he keeps quiet

Partner zone

Baker Steel

Gold Special with Baker Steel, Episode 1: David Baker

The Midas Touch? With Gold at an all-time high, Baker Steel's David Baker shares how investors can best gain exposure...

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...

Gresham House

Gresham House launches £50 million share offer for Baronsmead VCTs

The Baronsmead Venture Trust plc and the Baronsmead Second Venture Trust plc (the Baronsmead VCTs), managed by Gresham House, have...

Choice Words

Choice words

Choice Words: Simon Evan-Cook, manager at Downing Fox Funds

On journeys heroic and unheroic, manager red flags and ‘dishwasher-proof’ assets

26:49 min

Choice words

Choice Words: Steve Brann, CIO, Apollo Multi Asset Management

On the attractions of absolute return, identifying a manager’s edge and steering clear of baby rhinos

18:01 min

Choice words

Choice Words: Uwe Ketelsen, head of portfolio management at 7IM

On politics as two-edged sword, greater clarity in responsible investing and being in Berlin the day after the Wall fell

24:54 min

Partner Videos

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

Partner Video

Investment views: ‘We very much look at alpha – and alpha is unbiased’

Canada Life fund manager Bimal Patel on delivering a positive customer journey through global equities

03:41 min

Podcast

Gold & Precious Metals Special, with Baker Steel’s David Baker. Episode 1: Investing in gold

Baker Steel’s David Baker discusses the extraordinary recent run in the gold price and what it means for gold-mining equities.

26:29 min

Events

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...

The Wealth Forum Dublin: The Merrion Hotel

18th September 2025 | Dublin

The Wealth Forum: Dublin, The Merrion: A premium event for top fund selectors from Ireland.

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...

Podcasts

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 listen

Word to the wise

Tariffying prospect

The chairman of the insignificantly sized investment company TwoHoots Asset Management talks U-turns and E-turns