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Distribution Verve: Iain Evans of Polar Capital
The current thinking and future plans of heads of distribution at asset management groups
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’
Andy Parsons: A matter of fact(sheets)
With transparency key, asks Andy Parsons, why are some MPS providers so cagey about factsheets?
Five key asset allocation themes for the year ahead
In 2025, markets face a new incumbent in the White House, instability in Europe and a potential revival in inflation
Monday Club – 03/02/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘DeepSeek v MagSev’ and ‘UK targets growth’
What next for the boutique asset manager?
Boutiques have had to deal with tough headwinds but, with the right set-up, they can still punch above their weight
Alternative Thinking: Why private assets? Why now?
Schroders Greencoat’s Jack Wasserman on the potential upside – and risks – of an allocation to private assets
Monday Club – 27/01/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, 'Saba saga' and 'Trump 2.0'
Hello and welcome to Wealthwise
A note from the editor
Analysis
Andy Parsons: When the going is good
Advisers need to be interrogating MPS outperformance as well as underperformance
Opinion
Angels and demons
The chairman of the insignificantly sized investment company TwoHoots Asset Management offers some help on overcoming a phobia
Is there an alternative approach to alternatives?
Should wealth managers target less traditional asset classes or just a more thoughtful equity and bond allocation?
Better business
The changing nature of client vulnerability
Spotting and accommodating vulnerability must sit at the heart of any adviser business’s culture