Lombard Odier's Monier on taking a bolder approach to risk

Lombard Odier's Monier on taking a bolder approach...

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.

Published : 14, Jul 2017
WM profile: Michel Perera, Canaccord Genuity Wealth Management

WM profile: Michel Perera, Canaccord Genuity Wealth...

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.

Published : 28, Jun 2017
Orbis Investments: Target the micro for solid investment returns

Orbis Investments: Target the micro for solid...

A dedicated stockpicker who is happy to talk about holding companies ‘forever’, Ben Preston wants investors to refocus on the long-term picture.

Published : 23, Jun 2017
Wealth manager profile: Jon Cunliffe of Charles Stanley

Wealth manager profile: Jon Cunliffe of Charles...

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.

Published : 17, May 2017
Kleinwort Hambros: Portfolio construction is 'form of alchemy'

Kleinwort Hambros: Portfolio construction is 'form...

A year on from the merger of two 19th century institutions, Kleinwort Hambros is looking to the future for technological progress.

Published : 18, Apr 2017
Fund Manager Profile: Andrew Swan, BlackRock

Fund Manager Profile: Andrew Swan, BlackRock

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.

Published : 22, Mar 2017
Wealth Manager Profile: WH Ireland's Roderick Buchanan

Wealth Manager Profile: WH Ireland's Roderick...

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.

Published : 16, Mar 2017
Asset Allocator: SLI's Bambos Hambi

Asset Allocator: SLI's Bambos Hambi

Standard Life Investments' MyFolio team stands by its decision to dump government bonds, while backing US and Japan equities to prolong the bull run.

Published : 22, Feb 2017
Wealth Manager Profile: Stonehage Fleming's Graham Wainer

Wealth Manager Profile: Stonehage Fleming's Graham...

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.

Published : 16, Feb 2017
Fund Manager Profile: TwentyFour AM's Chris Bowie

Fund Manager Profile: TwentyFour AM's Chris Bowie...

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

Published : 14, Feb 2017
Asset Allocator: Schroders' Brookes

Asset Allocator: Schroders' Brookes

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

Published : 20, Jan 2017
Fund manager profile: Jupiter's Ben Whitmore

Fund manager profile: Jupiter's Ben Whitmore

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

Published : 19, Jan 2017
Wealth manager profile: Capital Generation Partners’ Ian Barnard

Wealth manager profile: Capital Generation Partners’...

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.

Published : 13, Jan 2017
On the money:  If you stop performing, you don't last long

On the money: If you stop performing, you don't...

Capital Generation Partners' Ian Barnard looks at the pressures on fees and costs in the investment and wealth management world.

Published : 4, Jan 2017
Wealth Manager Profile: Mattioli's Gibson embraces conviction in Asia Pacific

Wealth Manager Profile: Mattioli's Gibson embraces...

Mattioli Woods director Simon Gibson embraces the mantra of investing with conviction in these turbulent times of Trump, Brexit and stagnant global growth.

Published : 30, Dec 2016
Fund Manager Profile: Lazard's James Donald

Fund Manager Profile: Lazard's James Donald

In a world that is focused on defensive stocks, Lazard’s venerable relative value manager takes a different route to emerging markets growth.

Published : 29, Dec 2016
Asset Allocator: Nutmeg's Shaun Port

Asset Allocator: Nutmeg's Shaun Port

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.

Published : 28, Dec 2016
Markets shrug despite inflation hitting two-year high

Markets shrug despite inflation hitting two-year...

Inflation in the United Kingdom hit a two-year high in November according to the Office for National Statistics.

Published : 13, Dec 2016
Wealth manager profile: Cerno Capital Partners' Spence

Wealth manager profile: Cerno Capital Partners'...

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.

Published : 17, Nov 2016
Don’t underestimate the US growth engine – Slater

Don’t underestimate the US growth engine – Slater...

Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so

Published : 14, Nov 2016

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