Asset Allocator: Portfolios for a low growth world
UK Sipp provider AJ Bell has created three risk-rated portfolios designed to deliver returns in a low return, low interest rate and low inflation world, explains investment director Russ Mould.
UK Sipp provider AJ Bell has created three risk-rated portfolios designed to deliver returns in a low return, low interest rate and low inflation world, explains investment director Russ Mould.
Tom Olander, a director of Custodian Life, talks clients, technology, growth and the trends that are now shaping the life insurance market.
One of the ways in which Lombard Odier distinguishes itself from its peers is to use fundamentally weighted bond indices in its asset allocation, a practice it developed in 2010 after identifying what it perceived as a problem with the mainstream indices.
Goldman Sachs Asset Management’s Suneil Mahindru talks about his family values, fund strategy and the benefits of owning a fast-food business
Franklin Templeton Solutions vice-president Matthias Hoppe drills down on the risks and rewards of asset classes and the importance of diversification.
Despite an exodus of life companies and increasing oversight, Globaleye’s Byron Murphy says Singapore, in offering high-quality advice, remains a honeypot for IFAs.
The number of risk profiles developed by bespoke wealth manager Brooks Macdonald has grown from one to 10. Jonathan Webster-Smith explains the investment process underpinning the model portfolio service he runs, as well as why he believes monetary policy is a driving force.
As Matthews Asia launches an Asia ex Japan Dividend Fund, chief investment officer and portfolio manager Robert Horrocks dispels headline fears over the future of economic growth in China.
Gary Davis and Jason Rees upped sticks in London almost 15 years ago to move to Mexico City, attracted by the lure of an untapped financial services market with seemingly little competition.
Brewin Dolphin’s head of wealth and investment management Stephen Ford applies two key principles when running money: he believes integrity is paramount and that financial services is as much about people as performance.
David Benskin has taken the business model of a UK outfit and adapted it into an RDR-style counterpart in Hong Kong, where clients are learning the merits of engaging a fee-based adviser.
With Saudi Arabia now open to foreign investment, fund manager Yong Wei Lee, who runs the Emirates MENA Top Companies Fund, is looking to capitalise on the region’s strong potential.