Newsletter sign-up
Analysis
Distribution Verve: Benjamin Carter of Mirabaud AM
The current thinking and future plans of heads of distribution at asset management groups
Better business
How mid-sized wealth managers and IFAs can use M&A to grow
As a service that is increasingly in demand, writes Andrea Bertolini, wealth management is at an exciting moment
Monday Club – 17/11/25: Your weekly Wealthwise digest
The week that was, the week that will be. In focus: ‘Dicing with debt’ and ‘Numbers v sentiment’
Alternative thinking: On the buffers (and defensive autocalls)
Amid soaring markets, Tom May considers the growing appeal of defined outcome investments
Partner zone
Are you sure about that? The folly of forecasting
Redwheel
SustainAbility: The clean theme
Royal London Asset Management
The Algebris Bullet | Dispatch from Washington
ALGEBRIS INVESTMENTS
Mega-trend 3 Deglobalisation: Fueling emerging infrastructure
Van Lanschot Kempen
Absolute Insight: When did illiquidity become a virtue?
Investors are seeking out illiquidity in droves but, asks Ian Willings, is the real price worth paying?
Paul Ilott: Why advisers should stop focusing on income yield
Retirees cannot pay their bills with income yield, but they can using dividend income
Quarterly view: Complacent-adjacent
After a bullish Q3, vanishingly few pockets of value now remain in global financial markets
The Wealth Connection: IIMI’s Dani Hristova
On championing entrepreneurialism, evolving culture and challenging the narrative
Polar Capital
The new AI era driving returns in the technology sector
Nick Evans explains why he believes AI is not following the pattern of a normal technology cycle, and why this...
Baillie Gifford
Pioneering Positive Change
In changed times, can bold investing in breakthrough innovation shape a brighter, more sustainable world? Baillie Gifford's Catherine Flockhart explains...
PIMCO
The Steadfast Strength of Bonds in Uncertain Times
Group CIO Dan Ivascyn shares why today’s environment offers compelling opportunities for bond investors. From attractive high-quality yields to the...
CARMIGNAC
Rethinking reinvestment: Unlocking the true power of compounding | Carmignac
In a world obsessed with short-term performance, compounding remains one of the most powerful and underrated forces in investing according...
Choice words
Choice Words: Chris Metcalfe, CIO of IBOSS and Kingswood
On the ‘Donald Trump effect’, fund manager humility and a few Kurt words
15:06 min
Choice Words: Jonathan Unwin, UK head of portfolio management for Mirabaud WM
On wealth preservation, liquid alternatives and targeting funds that behave as expected
10:43 min
Choice Words: James Sullivan, head of partnerships at Tyndall Investment Management
On why valuation matters, building trust and a valuable skiing ‘lesson’
27:26 min
More choice words videos
Watch: Choice Words: Richard Philbin, senior investment director at Hawksmoor IM
Watch: Choice Words: Dipesh Mesuria, head of fund research at Bordier UK
Watch: Choice Words: Ben Goss, CEO of Dynamic Planner
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
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’
KraneShares head of strategy Luke Oliver on the case for investing in carbon
08:55 min
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...
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
Intelligence briefing
The chairman of the insignificantly sized investment company TwoHoots Asset Management ponders what lies in the AI of the beholder