MSCI describes thematic investing as a top-down investment approach that relies on research to explore macroeconomic, geopolitical and technological trends. These trends encompass long-term, structural shifts arising from new business models, disruptive technologies and changing consumer tastes and behaviors – megatrends that have the potential to change whole industries and shape the way we will live, work, travel and treat disease in the future. Thematic investing is intentionally future-focus...
Aug 30, 2023•29 min
It is no secret that the adviser population is maturing. But what do advisers need to know about passing on their business in the current market? We speak to Victoria Hicks, managing director of The Exit Partnership, and Kanishk Swarup, founder of Compound Wealth Planning, to find out. Hosted on Acast. See acast.com/privacy for more information.
Aug 07, 2023•30 min
A recent study by global consulting firm Cerulli Associates found that nearly half of the private banks and wealth managers indicate that a lack of liquidity, high fees, and clients’ risk aversion are the top concerns preventing them from increasing private investments within their clients’ portfolios. The democratization of private assets faces several challenges. Are there ways to address these? On this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Nick Hyett, ...
Aug 02, 2023•24 min
It seems the pace of consolidation has continued apace despite the changing economic circumstances, but has anything changed? This week, in the last FTAdviser Podcast before a summer break, deputy editor Damian Fantato is joined by Albertha Charles, UK asset and wealth management lead at PwC, and Louise Jeffries, managing director of Gunnar & Co, to find out. They discuss what is driving consolidation now, the role of private equity, the profile of companies which are likely to be snapped up...
Jul 28, 2023•29 min
In his Mansion House speech earlier this month, Jeremy Hunt said some of the UK’s largest defined contribution pension schemes had agreed to commit 5 per cent of their default funds to unlisted equities by 2030. Hunt said his aim was to enable the UK’s financial services sector to increase returns for pensioners, improve outcomes for investors and unlock capital for UK growth businesses but what are the risks and will schemes jump on board? This week Amy Austin, news editor at FTAdviser speaks t...
Jul 21, 2023•22 min
This FTAdviser In Focus CPD podcast looks at the meaning of fair value under the incoming consumer duty. What is fair value and how can advisers prove they are providing it? Consultants Mel Holman and Bradley Northrop, alongside adviser Kusal Ariyawansa and Quilter's Paul Young share their views Hosted on Acast. See acast.com/privacy for more information.
Jul 19, 2023•30 min
Firms are frantically preparing as the deadline is fast approaching at the end of this month. Given the imminent timescale, it is encouraging to note that a survey by Schroders revealed that 19% of advisers said they are fully prepared for consumer duty and 77% said that their preparations are in progress and that they should be ready for the end of July. However, 4% had said that they had not yet started to prepare. This week FTAdviser deputy news editor Sonia Rach talks Gillian Hepburn, head o...
Jul 14, 2023•20 min
The advice gap is ever-growing and as a profession, financial advisers have a role to play. But is it solely up to the financial services industry? A recently conducted poll on Twitter asked financial advisers what their views were on financial education in schools and whether it should be a collective effort by the advice / financial services industry or whether the onus should be on schools and the government. More than half of the advisers said schools need to do more, around 32% said adviser...
Jul 07, 2023•24 min
Investors have done very well in previous years by investing in technology and innovation but rising interest rates has put some of this to an end. This week FTAdviser investment editor David Thorpe is joined by Kamal Warriach, head of equity fund research at Canaccord Genuity, Ian Mortimer, who runs the Guinness Global Innovators fund, and Paul Major, who runs the Bellevue Healthcare investment trust. They discuss distinguishing between an innovative company and a good investment, how diversifi...
Jun 30, 2023•37 min
As a profession, financial advice has often been associated with middle aged men and, while this has changed a little bit, the average age of a financial adviser remains in the late 50s. Many of the larger financial advice businesses are now setting up academies to encourage school and university leavers to join the profession but what more can be done to promote financial advice as a profession? This week FTAdviser deputy editor Damian Fantato talks to Sheena Gillett, communications and PR dire...
Jun 23, 2023•25 min
Inflation has remained stubbornly high in the UK, presenting problems for multi-asset investors - particularly those seeking an income. This week FTAdviser's David Thorpe is joined by Charlie Parker, managing director at Albemarle Street Partners, Eugene Philalithis, head of multi-asset investments for Europe at Fidelity, and Alex Crooke, who runs the Bankers investment trust at Janus Henderson. They discuss how inflation changes the calculation for multi-asset investors, the balance of seeking ...
Jun 16, 2023•33 min
The mortgage market has been going haywire recently due to higher than anticipated inflation and mortgage lenders have been pulling deals across the market. This week reporter Jane Matthews is joined by John Charcol’s mortgage technical manager, Nicholas Mendes, Quilter’s mortgage expert Karen Noye and London-base brokerage Private Finance’s technical director, Chris Sykes to discuss what has been going on. Over the last two weeks, more than 1,000 mortgage products have been pulled from the mark...
Jun 09, 2023•29 min
Direct indexing - where an investor builds a personalised index which is then tracked by a fund or portfolio - has been growing in the US for a couple of years, with fund houses like Vanguard and BlackRock investing heavily into it. Now Fundment has launched the first such offering in the UK. FTAdviser deputy editor Damian Fantato is joined by Jonathan Warren, head of innovation at Altus, and Mike Barrett, consulting director at the Lang Cat, to discuss whether this is the start of direct indexi...
Jun 02, 2023•21 min
This week, FTAdviser reporter Jane Matthews is joined by Financial Technology Research Centre founder Ian McKenna, and Chet Velani, chief executive of EV, to discuss the impact artificial intelligence will have on the financial advice profession. Velani and McKenna outlined some of the potential benefits AI poses for the world of advice and gave examples of things advisers can already be doing to integrate artificial intelligence into their business models. The pair also raised concerns over the...
May 26, 2023•43 min
When investment decisions go wrong advisers are often the first port of call as they have the skills to assure people and the knowledge to rebuild their finances. In this podcast we speak to two financial advisers with plenty of experience with this kind of work, who give us an insight into what happens when investments go wrong. Hosted on Acast. See acast.com/privacy for more information.
May 22, 2023•35 min
This week FTAdviser deputy news editor Sonia Rach was joined by Alexandra Roberts, head of regulatory policy and compliance at Pimfa, Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute and Andrew Green, head of compliance helpdesk at Threesixty Services to discuss the consumer duty and the impending July 31 deadline. Guests acknowledged some of the key challenges firms are facing ahead of the looming deadline and how they are preparing for it. Given it ha...
May 19, 2023•24 min
The past 12 months have been a perfect storm for those looking to build portfolios for investors, with pretty much every asset class going through some form of turbulance at some point. This week David Thorpe, investment editor at FTAdviser, has a chat with Andrew Bell, chief executive of the Witan investment trust, Andrew Hall, global equity fund manager at Invesco, and Simon Doherty, who runs the model portfolio service at Quilter, about building resilient portfolios. The FTAdviser podcast is ...
May 12, 2023•26 min
Buy now, pay later has surged in popularity in recent years. As of 2022, more than 17 million consumers in the UK have used BNPL services. 54% of millennials have used a BNPL service. This week Ellesheva Kissin, trainee reporter at FTAdviser, talks to Philip Belamant, co-founder of UK BNPL provider Zilch, and Matt Cross of Elmstone Financial Planning, about why more customers are turning to BNPL during the cost of living crisis and how regulators will react. They also cover the stigma against BN...
May 05, 2023•28 min
With advisers having direct relationships with their clients, IFAs are seen as playing a key role in checking how fund managers are influencing companies to meet their net-zero targets. And as the demand for ESG strategies grow, the approach companies are employing to reach net zero has become even more important. On this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Carol Storey, climate engagement lead at Schroders and Ita McMahon, partner in the investment man...
May 03, 2023•23 min
This week FTAdviser reporter Jane Matthews is joined by Will Rice, chief executive of specialist mortgage lender Gen H and Lewis Shaw, owner of Riverside Mortgages, who explain what innovation is currently taking place in the first-time buyer market and outline their views on where they think the market is heading. Both guests acknowledge that one of the main issues for first-time buyers trying to buy a home these days is that while often they have the income to afford it, they do not have the c...
Apr 28, 2023•31 min
Nick Hutton, head of Blackrock's UK client business for retail iShares and wealth, joins Sally Hickey, chief reporter at FTAdviser, to speak about consolidation of wealth managers, passive investing and UK equities. Hutton covers the role passive funds should be playing in a portfolio, whether exchange-traded funds are less popular among UK clients and why, and the fiduciary duty asset managers have for their clients. He also speaks about the outlook for UK equities. Hosted on Acast. See acast.c...
Apr 21, 2023•33 min
People’s retirement journeys are changing amid high inflation, higher interest rates, and a chancellor keen on getting more people back into work. In this episode of the FTAdviser In Focus podcast we chat to Paul Clifton from Arbuthnot Latham, and Alexander McGregor from SimplyBiz, about why annuities may make a comeback. Hosted on Acast. See acast.com/privacy for more information.
Apr 17, 2023•26 min
Once a quarter, FTAdviser journalists talk about some of the most interesting stories they have worked on and what the implications of such breaking news might be for the readers. In this episode, we discuss the Budget, the backtracking over the state pension age rise, inflation, central bank policies and the incoming consumer duty regulations. Joining editor Simoney Kyriakou on this podcast are Amy Austin, news editor, and David Thorpe, investment editor and contributing editor for Asset Alloca...
Apr 14, 2023•19 min
Retirement income is a complex area to advise on, as clients have different ideas of what they want from their retirement. In this CPD podcast, in partnership with 7IM, we discuss how advisers can navigate the important area of retirement planning, what solutions are out there for them to streamline their business, and the role providers are playing to help advisers be the most efficient they can be. Hosted on Acast. See acast.com/privacy for more information....
Apr 05, 2023•26 min
Amy Austin, news editor at FTAdviser speaks to Keith Richards, CEO of the Consumer Duty Alliance, Ian McKenna, chair of the CDA Tech Forum and Russell Facer, early Affiliate of the Alliance about how the new body will help advisers. Hosted on Acast. See acast.com/privacy for more information.
Mar 31, 2023•33 min
Earlier this month chancellor Jeremy Hunt unveiled his Spring Budget, containing a number of tax measures particularly in the pension space. In this episode of the FTAdviser In Focus podcast Nimesh Shah, CEO of Blick Rothenberg and Richard Stanley, partner at UHY Hacker Young, discuss what the statement will mean for advisers' tax planning. Hosted on Acast. See acast.com/privacy for more information.
Mar 27, 2023•24 min
This edition of the FTAdviser podcast examines the outlook and opportunities for investors in fixed income markets. Joining FTAdviser investment editor David Thorpe are Torcail Stewart, Strategic Bond fund manager at Baillie Gifford; Nathan Sweeney, deputy chief investment officer for multi-asset at Marlborough, and Tom Beckett, from the chief investment officer’s office at Canaccord Genuity. Hosted on Acast. See acast.com/privacy for more information....
Mar 24, 2023•27 min
It is becoming increasingly easier for retail investors to access private assets as a result of evolving technology and regulation. So what do advisers need to understand about private assets investing? On this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Simon Doherty, head of MPS at Quilter Cheviot and Tim Boole, head of product management at Schroders to talk about the role private assets play in a portfolio and the type of investor they are suitable for. The...
Mar 22, 2023•22 min
Chancellor Jeremy Hunt has given advisers an 'admin headache' by pulling a few pension surprises out of his hat in the 2023 Budget, guests tell FTAdviser news editor Amy Austin. On this latest podcast, Claire Trott, divisional director for retirement and holistic planning for St James's Place, and Tim Morris, IFA with Russell & Co, talk through the latest Budget changes and what these mean for financial advisers. Hosted on Acast. See acast.com/privacy for more information....
Mar 17, 2023•22 min
In this episode of the FTAdviser In Focus podcast we look at the role of VCTs and EISs in today's retail investment landscape. The government has previously announced, though not yet confirmed, an extension to the tax rules governing the investments. Honouring that pledge is vital, according to our guests Sarah Barber, Kerry Baldwin and Jack Rose. Hosted on Acast. See acast.com/privacy for more information.
Mar 12, 2023•31 min
