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Cerno Capital's James Spence on his Asian adventure

Cerno Capital's James Spence on his Asian adventure...

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
Forth Capital's Tracy on why it was time to leave Dubai

Forth Capital's Tracy on why it was time to leave...

Forth Capital founder and chief executive Tom Tracy explains the firm’s departure from Dubai and its plans to pivot towards its most profitable and new markets.

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
Legg Mason’s Bauman on the US growth fund for risk-lovers

Legg Mason’s Bauman on the US growth fund for...

Legg Mason’s Evan Bauman talks about letting value dictate his contrarian approach to co-managing the US Aggressive Growth Fund and the importance of hand holding.

Published : 8, Nov 2016
Int’l life CEOs on consolidation and full disclosure

Int’l life CEOs on consolidation and full disclosure...

Panellists at International Adviser’s Fund Links Forum 2016 CEO roundtable explored the impact of consolidation, regulation and their plans for growth

Published : 13, Oct 2016
The benefits of feel good funds

The benefits of feel good funds

One of the most experienced SRI investors in the UK picks out water, executive pay and speed of information as big issues impacting her funds today.

Published : 7, Oct 2016
Mercer Jelf's Grant Hughes on being the ultimate talent spotter

Mercer Jelf's Grant Hughes on being the ultimate...

Corporate financial advice veteran Grant Hughes talks about launching Mercer Jelf Financial Planning, the importance of professional development and how the industry must do more attract the next generation of adviser.

Published : 4, Oct 2016
Wealth manager profile: Quilter Cheviot's David Loudon

Wealth manager profile: Quilter Cheviot's David...

A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.

Published : 9, Sep 2016
Fund manager profile: Manulife AM's Kathryn Langridge

Fund manager profile: Manulife AM's Kathryn Langridge...

Kathryn Langridge talks about helming Manulife’s push to become the go-to retail asset manager for emerging market investing in Europe.

SJP’s Ralph on acquisitions, opportunities and vertical challenges

SJP’s Ralph on acquisitions, opportunities and...

Fresh from an acquisition spree in the UK, wealth manager St James’s Place is taking its pioneering business model east in its next phase of growth.

Why the future of Japan’s economy depends on the yen

Why the future of Japan’s economy depends on the...

Japan’s economy has waned slowly, which is why government action has not been dramatic but with Abenomics in full swing, Schroders’ Andrew Rose explains why the future depends on the yen’s performance.

Published : 21, Jun 2016
Hermes's Harriet Steel on five-year plans and Asian growth

Hermes's Harriet Steel on five-year plans and...

Hermes Investment Management’s global head of business development joined the company in 2011 and immediately set about transforming how the business was perceived, rejuvenating its fortunes in the process.

Published : 20, Jun 2016
Life industry transformation just beginning, says Ailo's Pain

Life industry transformation just beginning, says...

As the Association of International Life Offices (Ailo) prepares to celebrate its 30th anniversary, chairman Bob Pain talks about the trade body’s development, how it is embracing technology, and the headlines driving transparency.

Published : 14, Jun 2016
Fund selector: Testing your mettle

Fund selector: Testing your mettle

As fear has spread through European markets in 2016, precious metals are once again providing a safe haven for unsettled investors.

Published : 13, Apr 2016
Fund Manager Profile: Chinese whispers

Fund Manager Profile: Chinese whispers

As Matthews Asia launches an Asia ex Japan Dividend Fund, chief investment officer and portfolio manager Robert Horrocks dispels headline fears over the future of economic growth in China.

Published : 8, Jan 2016
Intermediary Profile: Hitting the sweet spot

Intermediary Profile: Hitting the sweet spot

Gary Davis and Jason Rees upped sticks in London almost 15 years ago to move to Mexico City, attracted by the lure of an untapped financial services market with seemingly little competition.

Profile: Strabens Hall on transferring the RDR model to Hong Kong

Profile: Strabens Hall on transferring the RDR...

David Benskin has taken the business model of a UK outfit and adapted it into an RDR-style counterpart in Hong Kong, where clients are learning the merits of engaging a fee-based adviser.

Published : 17, Nov 2015
Taking pride in being an active investor

Taking pride in being an active investor

Nancy Curtin spent the first 10 years of her career in investment banking in New York and still has the accent and direct talking style to go with it.

Published : 8, Oct 2015

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Malta the ‘big winner’ of UK’s extensive Rops reforms
Malta the ‘big winner’...

Malta will be the "main winner" of HM Revenue & Customs'...

St James' Place doubles adviser numbers in Asia
St James' Place doubles...

St James’s Place has expanded its presence in Asia...

Director of collapsed IFA firm banned after £4m goes missing
Director of collapsed...

The director of a bankrupt UK-based IFA firm, who also...

South Africa considering tax changes to offshore pension funds
South Africa considering...

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