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Distribution Verve: Benjamin Carter of Mirabaud AM

Analysis

Distribution Verve: Benjamin Carter of Mirabaud AM

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

How mid-sized wealth managers and IFAs can use M&A to grow

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

Analysis

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)

Analysis

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


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Analysis

Absolute Insight: When did illiquidity become a virtue?

Analysis

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

Better business

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

Analysis

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

Analysis

The Wealth Connection: IIMI’s Dani Hristova

On championing entrepreneurialism, evolving culture and challenging the narrative

Partner zone

The new AI era driving returns in the technology sector

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...

Pioneering Positive Change

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...

The Steadfast Strength of Bonds in Uncertain Times

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...

Rethinking reinvestment: Unlocking the true power of compounding | Carmignac

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

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

Choice words

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

Choice words

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

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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

Intelligence briefing

The chairman of the insignificantly sized investment company TwoHoots Asset Management ponders what lies in the AI of the beholder

Intelligence briefing
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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