Episodios

  • FCA exclusive: Advisers, don't fear the FOS

    FCA exclusive: Advisers, don't fear the FOS
    Sep 30 2025
    The FCA's Nike Trost and Sara Woodroffe discuss how the regulator is addressing the industry's concerns around targeted support.
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    19 m
  • Portfoliometrix: A look through the MPS provider's strategic asset allocation update.

    Portfoliometrix: A look through the MPS provider's strategic asset allocation update.
    Sep 15 2025
    Portfoliometrix’s portfolio manager, Rob Starkey, dives into the investment plays of the tech-based MPS provider and shares his excitement about PMX’s total return approach to decumulation.
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    32 m
  • Is real estate still the smart choice for investment?

    Is real estate still the smart choice for investment?
    Sep 2 2025
    Charlotte Kennedy, a financial planner at Rathbones, explains how investment goals are changing for younger clients.
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    19 m
  • Why HENRYs need wealth management, and how to offer it

    Why HENRYs need wealth management, and how to offer it
    Aug 26 2025
    What is a HENRY and why should wealth managers pay attention to them? Killik & Co's head of wealth planning Will Stevens says High Earners, Not Rich Yet are the future of financial services.
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    21 m
  • What can wealth managers can do about modern slavery?

    What can wealth managers can do about modern slavery?
    Aug 11 2025
    Dr Martin Buttle and Dame Sara Thornton discuss the key findings of CCLA's inaugural Global Modern Slavery Benchmark and how the industry can use it for better engagement.
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    17 m
  • JM Finn's Jon Cunliffe: This is the biggest risk of H2 2025

    JM Finn's Jon Cunliffe: This is the biggest risk of H2 2025
    Aug 4 2025
    Jon Cunliffe, head of investments at JM Finn, discusses how the firm is positioning for the second half of the year.
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    17 m
  • Jupiter’s Alex Savvides: ‘It was obvious to everyone there would be outflows’

    Jupiter’s Alex Savvides: ‘It was obvious to everyone there would be outflows’
    Jul 9 2025
    Nine months into managing the UK Dynamic Equity Fund, Alex Savvides discusses takeover challenges, strategic bids, and where he sees new opportunities.
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    30 m
  • IIMI CEO: These are the biggest challenges boutiques face

    IIMI CEO: These are the biggest challenges boutiques face
    May 27 2025
    Dani Hristova, CEO of the Independent Investment Management Initiative (IIMI), explains how recent FCA proposals could change the game for boutique firms.
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    18 m