Podcasts & Videos

Choice words

Choice Words: Gillian Hepburn, head of UK adviser solutions at Vanguard

On building trust, never forgetting who the customer is and ‘buying the haystack, not the needle’

14:49 min

Choice words

Choice Words: Luke Hyde-Smith co-head of multi-asset at W1M

On four key investment criteria, instilling a more risk-taking culture – and one 'crabby' toddler

17.54 min

Podcast

WealthWhys: Xiadong Bao, co-lead, EDRF Big Data strategy at Edmond de Rothschild

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

06:51 min

Partner Video

WealthWhys: Xiadong Bao, co-lead, EDRF Big Data strategy at Edmond de Rothschild

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

06:51 min

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

Partner zone

Overcoming the Seven Sins of Evergreen Investing

HARBOUR VEST

Structured Credit Then and Now: What Investors Want to Know

BROOKFIELD

Material Matters: Digging into Commodities

PIMCO

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

GIB ASSET MANAGEMENT

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

ROBECO

Emerging markets’ strength comes from within

The architecture of the global economy is changing with emerging markets (EM) becoming central to global growth, innovation and wealth...

FEDERATED HERMES

China: The year of the fire horse

Improving earnings, an ongoing economic transformation and benign valuations all add up to a positive outlook for the year ahead

ALGEBRIS INVESTMENTS

War in the Middle East: The market enters a new phase of volatility

Key market variable: duration of a US-Israel-Iran conflict. A short clash may mean brief oil volatility and a quick market...

VANGUARD

Understanding and meeting clients’ needs

You need to offer a personal and flexible approach to ensure that every client is given the service they are...

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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