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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
Video
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
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
Analysis
Marion Le Morhedec: The strategic case for fixed income grows stronger
The near-term backdrop remains challenging but higher yields are improving prospective returns
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons
