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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

Analysis

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

Analysis

Better business

The changing nature of client vulnerability

Spotting and accommodating vulnerability must sit at the heart of any adviser business’s culture

Analysis

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’

Analysis

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’

Better business

Rob DeDominicis: After M&S – lessons in cybersecurity

Clients now expect their wealth manager to protect sensitive data as securely as their money

Partner zone

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

Choice words

Choice Words: Ryan Boothroyd, senior asset allocation specialist, Legal & General

On ‘macro regime change’, more nuanced ESG and seeking ‘gaps’ with the wider market

15:51 min

Choice words

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

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

Partner Videos

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

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

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

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...

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

Jam on the brakes

The chairman of the insignificantly sized investment company TwoHoots Asset Management discusses the art of room-reading