Analysis
Profiles & Comment | analysis 2 Jun 14
FCA in circles over simplified advice
FCA chief Martin Wheatley has stressed the need to “square the circle of selling complex products to so-called unsophisticated investors”, but are we really any clearer on the shape of things to come?
Profiles & Comment | analysis 29 May 14
Little acorn to mighty oak
OakTrees Ian Brady says careful backtesting and research enables the boutique to hit above its weight.
Profiles & Comment | analysis 28 May 14
keep calm and carry on key commitment
A little over a year after MBMG opened for business, the building housing our offices burned down. Luckily, we were quickly back on our feet again but since then, we’ve always ensured that we have business continuity plans.
Investment | analysis 28 May 14
Jupiter expands its universe
After taking up the baton of Jupiter CEO from Edward Bonham Carter, Maarten Slendebroek, together with executive director Kevin Scott, is driving the global side of the business in what Slendebroek terms an ‘evolution, not revolution’ of Bonham Carter’s style.
Investment | analysis 15 May 14
Wealth and safety Asset allocator with RBC Wealth
David McFadzean of RBC Wealth Management on favouring the long game