The 'Succession' effect tearing apart UHNW families

Ex-Morningstar CIO: Why thematic ETFs are always late to the party

Dan Kemp, ex-CIO of Morningstar and founder of Portfolio Thinking, discusses his 'Do's and Don'ts' for ETF investing - explaining why thematics are a money pit and how there might be hope for semi-transparent ETFs in Europe.

Why UK asset managers are no longer hot M&A targets

Tyndall IM’s James Sullivan explains why the ‘squeezed middle’ is a myth and why fund houses have lost their M&A premium.

‘Brooks was exactly what I was looking for’: Why new CIO Will Hobbs joined from Barclays

Will Hobbs, CIO of Brooks Macdonald, joined the UK wealth firm last month, having worked at Barclays for more than two decades. He shares why he moved, his first impressions of his team and why he holds a contrarian view on emerging markets.

Netwealth CEO: Wealth firms need more than a digital facelift

Nearly 10-years after launching as a disruptor in the wealth space, CEO Charlotte Ransom explains why NetWealth is still ahead of the competition.

The 'Succession' effect tearing apart UHNW families

A new report from BDO reveals first-generation wealth creators are facing an 'existential crisis' when it comes to succession plans.