Rachael Griffin talks technical expertise in the financial planning process

Rachael Griffin, head of trusts and technical solutions at Old Mutual Wealth, explains how technical expertise in the financial planning process is becoming increasing important, and shows how regulatory change can be an opportunity rather than a threat, helping advisers to demonstrate the value of advice to their clients.

Axis – AXA Global Short Duration Bond

Check out our new Axis on AXA Global Short Duration Bond

Quilter Cheviots Tim Childe talks about bespoke discretionary portfolios

Quilter Cheviot focuses primarily on structuring and managing bespoke discretionary portfolios for private clients, charities, trusts, pension funds and intermediaries.

Axis – Baillie Gifford’s American fund

Check out our latest Axis on Baillie Gifford’s American fund

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