This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Wealth Talk 2023 in Review: Rathbones & Investec's mega deal; private markets buzz; and weight of consumer duty

Loading player...

Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.

19 Dec 2023 English United Kingdom Business · Investing

Other recent episodes

Paris Jordan on SDR for MPS: ‘It's not a never, it's just a when'

Charles Stanley’s head of responsible investing Paris Jordan dives deeper into what needs to happen for the FCA to push forward with its plans to roll out SDR in the model portfolio sector.

19 Nov 26 min

EBI Portfolios ‘acknowledge issues’ with a pure passive approach

Head of investment Jonathan Griffiths dives into EBI’s new fund launches and its tolerance-based approach to rebalancing its MPS

12 Nov 23 min

Quilter: This is what we want to see in the Budget

Rachael Griffin, head of tax and trusts at Quilter, says stability will be key as Rachel Reeves’ eyes policy changes ahead of the Autumn Budget.

5 Nov 24 min

The big fourth quarter calls

Three leading Model Portfolio asset allocators discuss the UK, US and Emerging Markets in a debate chaired by Citywire news editor Dylan Lobo

23 Oct 26 min

Ascot Lloyds IM’s Top 100 on the value absolute return funds can bring to portfolios

Top 100 and CIO at Ascot Lloyd Investment Management, David Morcher discusses the role absolute return funds plays in the portfolio and the relaunch of its Ethical MPS.

15 Oct 30 min

All episodes