7 episodes

An in depth look at the world of wealth management, covering everything from asset allocation and portfolio construction to technology and distribution.

Portfolio Advise‪r‬ Last Word

    • Business

An in depth look at the world of wealth management, covering everything from asset allocation and portfolio construction to technology and distribution.

    PA Podcast No. 26 Alan Higgins

    PA Podcast No. 26 Alan Higgins

    Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.

    • 24 min
    PA Podcast 25 - Michael Grady

    PA Podcast 25 - Michael Grady

    Michael Grady, senior economist and strategist at Aviva Investors, discusses how he goes about finding the right asset allocation signals through the Trumped-up geopolitical noise.

    • 24 min
    PA Podcast 24 - David Jane

    PA Podcast 24 - David Jane

    David Jane, head of multi-asset at Miton discusses why getting currency calls correct remains key, how he is thinking about duration and how he is allocating to real assets.

    • 24 min
    PA Podcast 23 - Lee Robertson

    PA Podcast 23 - Lee Robertson

    This week, Investment Quorum CEO, Lee Robertson discusses how to avoid managers that have lost their mojo, why he still likes the US and how to use technology to grow one's client base.

    • 24 min
    PA Podcast 22 - Jonathan Polin

    PA Podcast 22 - Jonathan Polin

    Sanlam UK Group CEO, Jonathan Polin discusses the future of wealth management, the importance technology and lays out the case for vertical integration.

    • 22 min
    PA Podcast 21 - David Riley

    PA Podcast 21 - David Riley

    David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.

    • 22 min

Top Podcasts In Business