The Wealth Show

Is the 60/40 portfolio fit for purpose?

The 60/40 portfolio has been a mainstay of modern portfolio theory, with the greater weighting towards equities over bonds being a feature of the typical portfolio. However, more recently that approach has come into question as returns from both asset classes have become challenging - with issues being exacerbated by…

14 Oct 2020 17 min

Julius Baer private client head: 'UK jobs are safe'

Julius Baer’s head of UK private clients Alan Hooks spoke about whether the Covid-19 pandemic had impacted on UK growth plans, and whether there were any jobs culls on the horizon. Julius Baer had announced back in February that it was cutting 300 jobs across the group due to lower…

7 Oct 2020 22 min

Schroders' Docherty - Thematic investors must be wary of valuations

Schroders’ thematics director David Docherty, looks at how thematic investing is evolving, and the risks that investors should be wary of. We spoke about at how you spot a legitimate long-term trend, as well as when you need to scrap an idea that’s not viable.

30 Sep 2020 20 min

A View From Cambridge – Kleinwort Hambros’ Sam Hartles

Sam Hartles, private banker at Kleinwort Hambros, shares his lockdown experience from Cambridge, including how he’s keeping active, the long-term effects of the pandemic, and an altruistic perspective on the postponement of his nuptials.

23 Sep 2020 14 min

Liontrust's Stevens - 'Don’t label how men and women are supposed to think’

According to Citywire’s latest Alpha Female research, only 9% of UK funds are run by mixed gender teams. We caught up with Victoria Stevens and Matt Tongue from one of the UK’s top performing mixed teams - the Liontrust Economic advantage team. We discussed the performance of their Smaller companies…

16 Sep 2020 25 min

Lombard Odier UK CEO - ‘Clients Are Thinking About Their Mortality’

Duncan MacIntyre, UK Chief executive of Lombard Odier, spoke about how the private bank has fared during the Covid 19 pandemic, the worries of its ultra-wealthy client base, and how it's leveraging its tech platform.

9 Sep 2020 23 min

Hipgnosis’ crusade against the ‘villains’ of the music biz

Merck Mercuriadis claims that hit songs are a reliable income stream with no correlation to other asset classes. The ex-Elton John and Beyonce manager runs the Hipgnosis Song investment trust, which last month surpassed a £1bn market cap valuation. Merk has recently bought up the back catalogues of artists as…

2 Sep 2020 30 min

What The FAANG? - Has Netflix's subscriber base reached its limit?

In the first of a new series called ‘what the FAANG’ we’re looking at Netflix, which has been pretty resilient through the Covid-19 pandemic, with a 14 million bump to its subscriber base, and a 25% boost to Q2 sales. Gordon Mackay manages Janus Henderson’s Global Equity fund which has…

26 Aug 2020 21 min

A View From…Birmingham: Motorbikes and Rubix Cubes

This episode sees Katie chat with chief executive officer at Margetts fund management in Birmingham, Toby Ricketts He discusses his new found mastering of the classic 90’s rubix cube as well as hitting the empty roads on his motorbike.

19 Aug 2020 19 min

Desert Island Fund Picks - Waverton's Bill Dinning

Waverton CIO Bill Dinning discusses the five funds that have seen him through the 2008 financial crash, a decade long bull run and the more recent Coronavirus crisis.

12 Aug 2020 16 min

A view from Wales - Canaccord's Kamal Warraich

Kamal Warraich, investment analyst at Canaccord Genuity WM, shares his lockdown experience from Llandudno in North Wales, including how asset allocation has been affected, what cuisine he is looking forward to the most when restaurants re-open, and a new hobby!

7 Aug 2020 14 min

From Baillie Gifford to platform disruptor - 'Buy lists have helped avoid paralysis'

Felicia Hjertman, former co-manager of the Baillie Gifford Japanese Smaller Companies fund, vows to ‘shake up’ the platform market with a DIY service named Vinco, offering a restricted number of funds.

5 Aug 2020 14 min

A view from Belfast: Cartwheels and clever 6 year olds

This episode sees Katie chat with divisional director and head of the Belfast office at Investec, Leigh Yeaman. She discusses massacring her hedges while on the hunt for a new hobby as well as her astute six year old.

31 Jul 2020 17 min

Matthews Asia’s ex-diplomat: China's rise will defy 'tragic loss' of freedom in HK

Matthews Asia investment strategist Andy Rothman spent 17 years in the US foreign service, including as head of the macroeconomics and domestic policy office of the American Embassy in Beijing. Here he discusses how worsening relations between the west and China are likely to affect investors, and what the future…

29 Jul 2020 33 min

Asset Allocation: 'We're backing firms that will survive'

Five asset allocation heavyweights explain how portfolios have changed in the wake of the coronavirus crisis, and look into whether the ESG rise is a direct result of the pandemic. The podcast was hosted by Citywire Wealth Manager news editor Loukia Gyftopoulou. Guests included: Chris Godding - CIO at Tilney,…

22 Jul 2020 21 min

S&W tax expert: 'Gift as much as you can before the next Budget'

Smith & Williamson’s Julia Rosenbloom says that a wealth tax in the Autumn Budget is unlikely to be on the cards, but that clients should prepare for significant changes to inheritance tax and capital gains tax.

8 Jul 2020 14 min

Artemis’ Weldon - I don’t disagree with US market wisdom

Citywire AA-rated Cormac Weldon, head of US equities at Artemis, spoke about what it’s like managing a US fund from across the pond during the pandemic with such a volatile president at the helm.

3 Jul 2020 33 min

Nutmeg CEO: 'My wife keeps asking me when we'll be profitable'

Episode 5: First 100 Days as CEO: Nutmeg's new CEO Neil Alexander talked about the firm's odyssey to profitability, the recent exit of senior staff and how he dealt with coronavirus just two months into the job.

1 Jul 2020 15 min

A view from Harrogate - Sanlam's Ellie Ingilby

We are going barking mad with Ellie Ingilby, head of the Harrogate office, Sanlam as she discusses her new, live-in colleague a west highland terrier as well as her unique hobby.

29 Jun 2020 18 min

JP Morgan's Kwok - The Huge Asian Asset Management Opportunity

Citywire AAA-rated Joanna Kwok, manager of JP Morgan Asset Management's Asia Growth fund, spoke about the growing middle class in the region and some of the industries that will benefit, including asset management.

24 Jun 2020 29 min