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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: 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: 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: 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: 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
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: 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: 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: Ben Goss, CEO of Dynamic Planner
On explaining risk effectively, balancing technology and trust and an eye-opener to AI
33:19 min
Choice Words: David Coombs, head of multi-asset investments at Rathbones AM
On getting properly paid for risk, staying humble and the ‘dinner party chat’ test
18:59 min
Choice Words: Ian Wood, CIO at Titan Investment Solutions
On compounding returns, valuation discipline and wealth managers’ duty of care to clients
15:01 min
Choice Words: Ben Kumar, head of equity strategy at 7IM
On looking at assets classes with fresh eyes, doing your own research and Roman round the City
14.19 min
Analysis
Absolute Insight: Why bonds ‘must try harder’
Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return
Xiadong Bao: Will semiconductors remain AI’s centre of gravity?
Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism
