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Andy Parsons: What’s in a name – or number?
Surely a portfolio’s name should offer a reasonable indication of where it sits in the market, argues Andy Parsons
Distribution Verve: Jamie Hayes of Nordea Asset Management
The current thinking and future plans of heads of distribution at asset management groups
Monday Club – 03/03/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Achilles’ heal?’ and ‘Huang tough’
Wind-up merchant
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks through his trust issues
The Wealth Connection: Premier Miton’s Jonathan Willcocks
On active’s evolving purpose, additive M&A and incentivising investors to back UK plc
Monday Club – 24/02/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus ‘The dying art of buy-and-hold?’ and ‘Inflation headache’
Ben Peele: It takes two to dance the tailored MPS tango
‘Insourced’ portfolios will only evolve and develop in the right way if advisers fully engage with the process
Distribution Verve: Iain Evans of Polar Capital
Monday Club – 17/02/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Us or US?’ and ‘Inflation worries’
Peter Sleep: What Neil Woodford did right
Neil Woodford was often in the right place at the right time, says Peter Sleep, and yet …
Can tech giants continue powering passive’s rise?
The ‘magnificent’ run of a certain septet of tech stocks looks set to continue to prove important to the passive...
Monday Club – 10/02/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Tariffs and buts’ and ‘Rate expectations’
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’
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’
Opinion
Jam on the brakes
The chairman of the insignificantly sized investment company TwoHoots Asset Management discusses the art of room-reading