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Portfolio Adviser

by Last Word

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

Episodes

PA Podcast No. 26 Alan Higgins

24m · Published 23 Feb 10:18

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.

PA Podcast 25 - Michael Grady

24m · Published 16 Feb 09:31

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.

PA Podcast 24 - David Jane

24m · Published 09 Feb 10:43

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.

PA Podcast 23 - Lee Robertson

24m · Published 02 Feb 15:57

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.

PA Podcast 22 - Jonathan Polin

22m · Published 26 Jan 11:03

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

PA Podcast 21 - David Riley

22m · Published 19 Jan 11:04

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

PA Podcast 20 - John Husselbee

24m · Published 13 Jan 12:05

John Husselbee, head of Liontrust's multi-asset team joins us for the first podcast of the year to talk expectations for 2017, the case for bond allocations and why it might be time to reassess absolute return.

Portfolio Adviser has 7 episodes in total of non- explicit content. Total playtime is 2:47:08. The language of the podcast is English. This podcast has been added on August 30th 2022. It might contain more episodes than the ones shown here. It was last updated on April 7th, 2024 02:48.