This is how wealth managers should be preparing for 2030

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Alistair Shipp, wealth management lead at consultancy firm Capco, says upskilling will be critical as firms gear up for the wealth landscape of 2030

4 Dec English United Kingdom Business · Investing

At this point there's hardly an adviser who hasn't considered MPS

Benjamin Reed-Hurwitz, head of research development at ISS MI, the organisation behind the Pridham Report, asks what needs to happen to drive a new wave of advisers to adopt MPS, alongside the different trends he is seeing in the wider UK fund market.

26 Nov 24 min

Paris Jordan on SDR for MPS: ‘It's not a never, it's just a when'

Charles Stanley’s head of responsible investing Paris Jordan dives deeper into what needs to happen for the FCA to push forward with its plans to roll out SDR in the model portfolio sector.

19 Nov 26 min

EBI Portfolios ‘acknowledge issues’ with a pure passive approach

Head of investment Jonathan Griffiths dives into EBI’s new fund launches and its tolerance-based approach to rebalancing its MPS

12 Nov 23 min

Quilter: This is what we want to see in the Budget

Rachael Griffin, head of tax and trusts at Quilter, says stability will be key as Rachel Reeves’ eyes policy changes ahead of the Autumn Budget.

5 Nov 24 min

The big fourth quarter calls

Three leading Model Portfolio asset allocators discuss the UK, US and Emerging Markets in a debate chaired by Citywire news editor Dylan Lobo

23 Oct 26 min

This is how wealth managers should be preparing for 2030

Other recent episodes

At this point there's hardly an adviser who hasn't considered MPS

Paris Jordan on SDR for MPS: ‘It's not a never, it's just a when'

EBI Portfolios ‘acknowledge issues’ with a pure passive approach

Quilter: This is what we want to see in the Budget

The big fourth quarter calls

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