Jamie Jenkins joins the podcast this week ahead of a crucial few months for the government, with Labour Conference forthcoming and the Budget fast approaching. He discusses the summer's big financial events, including the Pensions Scheme Bill, Value for Money framework and the government's desire for more private markets allocation…
Citywire spoke to the keeper of the keys to True Potential's £33bn in assets to ask about what he is looking for from the asset managers his team outsources to. The head of investments spelled out why he likes managers who cleave to a ‘north star’, what happens when managers…
Matthew Sinclair sits down with Julian Bovill for the latest instalment of The Advice Show from location at Rudding Park, Harrogate. He discusses his journey into advice, lessons he has learned from his career so far and how he almost took a different career path after a coding masters.
In the latest installment of Citywire’s profile series, Watson spoke about becoming interested in investing as a child and the decisions she made when given a ‘blank sheet of paper’ to build a new MPS solution last year.
Citywire’s profile series talking to advice investors switched up its medium this week. Geffen spoke about the overlooked opportunity presented by asset-backed securities, why he isn’t giving up on healthcare, and why crypto was the best investment decision of his life.
Catherine Foot, director of Standard Life's future retirement think tank, joins the Advice Show this week ahead of the government announcing the second stage of the pensions review, which is set to look at pensions adequacy, among other things. Foot discusses a number of potential solutions, including where targeted support…
The Ellis sisters, who together run Wellington Wealth in Glasgow, joined the Advice Show on location in Gleneagles. They discuss how their upbringing shaped their careers, how they work together as siblings and the financial advice landscape in general.
On the podcast this week, career M&A specialist and MKC Wealth CEO Rose spoke about integrating acquired firms, unmanageable entrepeneurs, and whether private equity incentives can align with the mission of advisers.
Scott Gallacher joins the advice show this week. Director at top 100 firm and Midlands firm of the year, Rowley Turton, Gallacher discusses his journey to chartered financial status, the future of advice and whether he would ever sell to a consolidator.
Kevin Wood joins the Advice Show this week to discuss his firm, how he maintains a level of service while ensuring growth and what has happened to ESG funds.
Our Top 100 podcast series speaks to newly-appointed managing director Wood about bringing up new talent and his private equity-backed firm’s expansion plans.
Petronella West, founder and CEO of Investment Quorum, joined the Advice Show to discuss the history of the firm, its future and the state of UK financial services more generally.
How can you deliver active investment solutions at low cost to help financial planners meet the needs of their clients? Columbia Threadneedle Investments thinks it may have an answer in its Universal range of funds. Richard Lander of Citywire sits down with Keith Balmer, Columbia Threadneedle Portfolio Manager, and Chris…
In this episode of The Advice Show, Jenny Davidson, head of platform proposition at Quilter, talks to Citywire about transfers, technology and service.
3 Jan
23 min
1 – 20
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