Podcasts & Videos

Choice words

Choice Words: Paul Angell, head of investment research, AJ Bell

On wealth management’s purpose, a ‘North Star’ mantra and freefall at 30,000 feet

24:46 min

Choice words

Choice Words: James Klempster, deputy head of multi-asset at Liontrust

On long-term thinking, blending portfolios and a brush with a gun-toting priest

29:56 min

Choice words

Choice Words: Dean Cheeseman – MD of client investment solutions at Mattioli Woods

On investing for the many, not the few, avoiding ‘beta repackagers’ and motivation Tough-Mudder-style

25:35 min

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

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

Partner zone

Case study: Fewer wildfires, more biodiversity

VAN LANSCHOT KEMPEN

The New Asian Tigers: At the heart of the artificial intelligence revolution

CARMIGNAC

Bond navigators: What matters in 2026

ROYAL LONDON ASSET MANAGEMENT

2026 outlook: AI, innovation and valuation

POLAR CAPITAL

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

Choice words

Choice Words: Richard Philbin, senior investment director at Hawksmoor IM

On the ‘consistently-consistent’, wealth management 2.0 and never fielding 11 goalkeepers

22:40 min

Choice words

Choice Words: Dipesh Mesuria, head of fund research at Bordier UK

On manager ‘energy’, encouraging cognitive diversity – and the lure of busses

23:07 min

Choice words

Choice Words: Ben Goss, CEO of Dynamic Planner

On explaining risk effectively, balancing technology and trust and an eye-opener to AI

33:19 min

Partner zone

BAILLIE GIFFORD

Opportunities beyond the US

Baillie Gifford's Steven Hay on navigating change from rising regional markets to the AI revolution. Capital at risk.

POLAR CAPITAL

2026 outlook: AI, innovation and valuation

Concise perspectives from across our investment teams, highlighting the key drivers expected to define the year ahead.

GIB ASSET MANAGEMENT

From adored to ignored: what’s next for India?

Recent rotations have shifted focus toward North Asia, yet India’s long-term fundamentals remain robust and compelling. Earnings growth is projected...

HARBOUR VEST

Overcoming the Seven Sins of Evergreen Investing

Not all evergreen funds are created equal. As these funds grow more popular, managers may fall prey to what we...

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...

Events

The Wealth Forum, Coworth Park

5th - 7th March 2025 | Berkshire

The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers

Events

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

Podcasts & Videos

Partner zone

Events

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