Platform view – Be prepared
A sharper regulatory focus on holding client money means firms have to get to grips with complex and ever-changing rules, says Michael Rothwell, county manager for Pershing Channel Islands.
Analysis
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Method Man
Investec global head of client group John Green devises strategies that focus on cash flow and stability, rather than chasing market froth, to deliver long-term income to clients.
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GAM s got it covered
GAM’s Graham Wainer explains that diversification and flexibility are essential to making waves within the fluid asset management business
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Cheese and pickle on brown please
Everyone knows bringing a packed lunch will save you money, but will it save you enough for retirement? Guardian Wealth Management’s David Howell takes a look
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A world of diversity
Managing the increasing complexity of providing a cross-jurisdiction platform service is both challenging and exciting.
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Blockbuster or Netflix
It’s not whether to change but when, says Axa Wealth Intl’s Simon Willoughby, as he takes a look at the more long term impact of the Retail Distribution Review.
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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?
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Little acorn to mighty oak
OakTrees Ian Brady says careful backtesting and research enables the boutique to hit above its weight.
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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.
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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.
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Wealth and safety Asset allocator with RBC Wealth
David McFadzean of RBC Wealth Management on favouring the long game
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From moment to moment Fund distributor
Julian Kramer of BNP Paribas Investment Partners has weathered many a storm in recent years. Now he is focused on keeping his teams on the ground and his eye on offering the right product at the right time.