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Distribution Verve

Distribution Verve: Matthew Spencer of Orbis Investments

The current thinking and future plans of heads of distribution at asset management groups

Better business

What does targeted support mean for financial advisers?

Will the regime eat the profession’s lunch, asks Cherry Reynard, or is it a new opportunity?

Analysis

Alternative thinking: Cautionary tail

‘Tail risk’ has a nasty way of exposing weaknesses embedded in conventional portfolio construction, writes Tom May

Analysis

Monday Club – 25/05/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Growth spurt’ and ‘Nvidia-watch’

Video

Choice Words: Jordan Sriharan, senior fund manager at Keyridge AM

On pragmatism in multi-asset, ‘red-flag moments’ and an evolving economic background

Better business

Know what your referrals are reading before they call you

Between introduction and decision comes research, writes Tony McChrystal - and what a prospect finds matters

Partner Video

WealthWhys: Hiren Dasani, CIO – emerging markets at WhiteOak Capital

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

Partner zone

Beyond beta: solving today’s portfolio diversification challenge

WELLINGTON MANAGEMENT

Unlocking green, social and sustainability bonds’ full potential

BNP PARIBAS ASSET MANAGEMENT

EM to the core – Podcast series

ROBECO

Three Cyclical Forces Shaping Markets

PIMCO

Analysis

The Wealth Connection: Aberdeen’s Fergus McCarthy

On creating an investment culture, the societal impact of real assets and the evolving role of asset management

Analysis

Quarterly view: OK … what next?

The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US

Analysis

Planet MPS: Winners disclosure

Andy Parsons runs through the winners of the 2026 Defaqto MPS Comparator Awards

Analysis

Richard Warne: Step back to consider the bigger picture

Times like these can be uncomfortable but also reinforce the value of diversification and long-term thinking

Partner zone

POLAR CAPITAL

From conflict to compute: Navigating emerging markets in 2026

Despite Middle East tensions introducing volatility across EMs, Jorry Nøddekær believes markets are more constrained by compute power than by...

VANGUARD

Vanguard portfolio support

Creating low-cost, effective and goal-orientated portfolios

ALGEBRIS INVESTMENTS

Global Equity Bullets | Wednesday, 27th May 2026

Following the strong recovery in April, the equity markets continued to rise in May as well. Talks on a ceasefire...

TIME INVESTMENTS

A tale of two rental markets: What the UK can learn from Germany

Is the UK rental market moving towards a more regulated, stable model, and what does that mean for investors?

Choice Words

Choice words

Choice Words: Jordan Sriharan, senior fund manager at Keyridge AM

On pragmatism in multi-asset, ‘red-flag moments’ and an evolving economic background

26:19 min

Choice words

Choice Words: Daniel Nilsson, portfolio manager at Isio IM

On identifying a ‘right to win’, guarding against style drift and the best use of active funds

18:45 min

Choice words

Choice Words: Ben Yearsley, co-founder of Fairview Investing

On simplicity in client comms, investment red (and green) flags – and TV perfection

19:15 min

Partner Videos

Partner Video

WealthWhys: Fabio Di Giansante, portfolio manager at Natixis affiliate DNCA Finance

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

04:27 min

Partner Video

Investment views: Active management can help bond investors on 2026 ‘tightrope’

GIB AM head of fixed income Samantha Lamb on the importance of active management in the current environment

20:37 min

Partner Video

WealthWhys: Anita Patel, investment specialist at Capital Group

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

05:42 min

Events

The Wealth Forum Channel Islands

4th June 2026 | Radisson Blu Waterfront Hotel, Jersey

The premier investment forum where top wealth minds debate, discover and connect.

The Wealth Forum Summer

25th - 26th June 2026 | Coworth Park, Ascot

A premium investment summit where you stay well-connected and leave wealth-directed.

Alternatives Working Lunch

15th September 2026 | Pan Pacific Hotel, London

A specialist event bringing together investment experts to debate the future of this exciting sector.

Boutiques Briefing

22nd September 2026 | The Eight Club, London

Unlock the power of targeted investing with a range of leading specialist boutiques.

Podcasts

WealthWhys: Xiadong Bao, co-lead, EDRF Big Data strategy at Edmond de Rothschild

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

06:51 min listen

Word to the wise

Private chancer

The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit