Wealth management’s own Phileas Fogg, Lombard Odier’s Stéphane Monier has had a well-travelled career and is now adding some intercontinental spice to private banking.
The master of reinvention Michel Perera, chief investment officer at Canaccord Genuity Wealth Management, talks about his investment process, the importance of establishing a client’s risk profile and identifying value in UK equities.
A dedicated stockpicker who is happy to talk about holding companies ‘forever’, Ben Preston wants investors to refocus on the long-term picture.
With central banking and fund management experience under his belt, Charles Stanley’s CIO has the experience to ensure the firm is not spreading talent too thinly.
A year on from the merger of two 19th century institutions, Kleinwort Hambros is looking to the future for technological progress.
BlackRock’s Hong Kong-based manager Andrew Swan on putting flexibility and the willingness to take big bets at the heart of his philosophy, and why he is casting financials as the next big value opportunity in Asian equities.
WH Ireland wealth management head Roderick Buchanan talks about overhauling the business, embracing the digital age and why a ‘sensible’ investment style is best for clients.
Standard Life Investments' MyFolio team stands by its decision to dump government bonds, while backing US and Japan equities to prolong the bull run.
Stonehage Fleming’s focus on intergenerational wealth provides a strong platform from which to provide the ‘grown-up, long-term investing’ CEO Graham Wainer believes is vital in a globalised world that remains ever-vulnerable to political events.
TwentyFour’s Chris Bowie spearheads the outcome and investment-driven division he built from the ground up. Here he talks up his DIY approach, which includes executing all of the trades himself, keeping him ‘close to the market’ and giving him a few kicks along the way
Schroders’ head of multi-manager Marcus Brookes forecasts that rising inflation in 2017 will flip the script on traditional ‘safe’ assets, making the case for riskier investments
Going against the flow is the order of the day for Ben Whitmore, with a long-term view that asks for a vote of trust from clients
From diplomat to discretionary, Capital Generation Partners’ co-founder Ian Barnard takes big industry shifts in his stride, sticking to the firm’s stay-rich-plus mantra.
Capital Generation Partners' Ian Barnard looks at the pressures on fees and costs in the investment and wealth management world.
Mattioli Woods director Simon Gibson embraces the mantra of investing with conviction in these turbulent times of Trump, Brexit and stagnant global growth.
In a world that is focused on defensive stocks, Lazard’s venerable relative value manager takes a different route to emerging markets growth.
A universe of 200 ETFs provides Nutmeg’s Shaun Port and his team with an impressive toolkit with which to navigate the complex markets following the recent unexpected political events in the UK and the US.
Inflation in the United Kingdom hit a two-year high in November according to the Office for National Statistics.
With a mistrust of global macro managers and concerns over an economic cycle ‘de-fanged’ by central banks, Cerno’s co-founder is drawing on his ‘apprenticeship’ in Asia to inform his current investment choices.