The Wealth Show

The stock leading Blue Whale’s foray into energy

Stephen Yiu reveals which energy stock he’s bought into, and why he’s holding onto Intuit despite Terry Smith dumping the tech stock.

11 Jan 2023 22 min

Ex-Odey manager Freddie Lait snubs short selling

Absolute return manager Freddie Lait is bucking the sector trend by not taking any short positions in his Latitude Horizon fund. This is despite him working for Odey Asset Management as a hedge fund manager prior to founding Latitude.

14 Dec 2022 11 min

Sustainable AIM gems the ratings agencies miss

Wealth Manager's Ross Miller invites Matthew Strachan, chief investment officer at Thorntons Investments, to the Citywire Studios. The pair get under the bonnet of the firm's recently launched Sustainable AIM IHT portfolio, and also reflect on some of this year's developments in the wider push for a more sustainable financial…

7 Dec 2022 21 min

British economist Ann Pettifor: 'Another asset price collapse is utterly inevitable'

After being one of the first to predict the devastating Credit Crunch that followed the 2008 financial crisis, Ann Pettifor chastises central banks for repeating the same mistakes that lead to global recessions.

30 Nov 2022 17 min

Amati’s Jourdan: Only in ‘extreme world’ wealth and fund firms hit zero

Assets in the small cap veteran Paul Jourdan's Amati UK Listed Smaller Companies fund have dipped from over £1bn to £619m over a year, but he remains bullish on tech and asset managers.

23 Nov 2022 11 min

The Bristol Rovers star easing footballers' financial woes

Alex Rodman, winger for Bristol Rovers and director of Sterling James Wealth Management, co-founded the firm four and a half years ago to provide footballers with the financial advice.

16 Nov 2022 11 min

US small cap veteran Bill Hench: M&A is 'stealing' from us

First Eagle’s Bill Hench said private equity buyouts can be a foe to the small-cap investor, even if a premium is paid for shares.

10 Nov 2022 9 min

How Hawksmoor escaped the real assets squeeze

Ben Mackie, fund manager at Hawksmoor Investment Management, discusses why the firm decided to sell out of real assets and which funds it sold. He also reveals what the firm held onto and why, including private equity trusts.

3 Nov 2022 15 min

JM Finn CEO: Wealth consolidation is a ‘golden opportunity’ to pick up staff

JM Finn chief executive Hugo Bedford says that growing consolidation in the UK wealth management space has sprung up opportunities to poach staff from competitors. He noted that JM Finn had received more enquiries recently from rivals than it had in the past decade.

2 Nov 2022 22 min

Saxo UK CEO: The decade-long 'goldilocks' period has ended

Citywire Wealth Manager's Ross Miller welcomes Charlie White-Thomson, CEO of Saxo UK to the Citywire studio. They discuss how the new generation of investors must adapt to a new paradigm, the race to the bottom in fees (is there such things as a free lunch?), and how a decade-long Goldilocks…

28 Oct 2022 12 min

Troy's Lyon: Microsoft earnings downgrades are still to come

Citywire AA-rated Troy Trojan manager Sebastian Lyon said that he reduced his stake in Microsoft and Alphabet over the summer, as he believes market optimism is too high. This was before the tech giants announced that sales had slowed in Q3. The fund manager also said he is ‘battening down…

26 Oct 2022 26 min

Harry Nimmo: Short-selling vultures make bear markets worse

Abrdn’s Harry Nimmo, who is retiring at the end of the year, has seen a lot in a fund management career spanning nearly 40 years. Something he finds particularly disturbing is the emergence of short-sellers, which he says robs companies of the ability to turn things around.

19 Oct 2022 12 min

Property funds under £1bn will question sustainability

Oli Creasey, head of property research at Quilter Cheviot, speaks about contagion in open-ended UK property funds, after three major strategies gated last week on the back of pension outflows. Creasey speaks about where there are some opportunities in the sector, and why some REIts are down 40% this year.

12 Oct 2022 30 min

Rathbones co-CIO: 60/40 has had worst 9 months since 1937

Rathbone Investment Management co-CIO Ed Smith talks about asset allocation under fiercely volatile conditions, why short-dated US T-Bills are a 'free lunch' for cash-heavy investors, and why mortgage pain could cause a 20% fall in UK property prices.

5 Oct 2022 20 min

From attack dog root canal to wealth management

Araminta Emery explains why she joined Cazenove as an associate wealth planner after a career as a dentist for the RAF.

28 Sep 2022 14 min

Top performing female bond manager: ‘We’re officially seeing the worst returns ever’

Caroline Hug sat down with Alpha Female’s top-performing UK female fund manager, Citywire AAA-rated Grace Le, to discuss why bonds have faced what many believe to be the asset class’s worst year in history. The Artemis Corporate Bond manager explains why performance has been challenging, and how the fund has…

21 Sep 2022 7 min

Why I set up a wealth firm for the black community

Jerran Whyte, founder of Belvedere Wealth Management and former SJP partner, spoke about the importance of representation in the UK financial services industry and what drove him to set up a black-owned wealth management firm targeted at members of the black community.

14 Sep 2022 13 min

How to tap Africa’s elusive potential

Africa, the world's second largest continent, attracted $83bn of foreign direct investment in 2021. Peter Townshend, Africa equity fund manager at Sanlam Investments, believes that the time is now to invest in Africa and despite its risks the continent is endowed with untapped potential that investors can exploit.

7 Sep 2022 9 min

Investec analyst: 'Healthcare is a political hot potato'

In economic conditions unseen for decades, many investors are looking for a hiding place. Wealth Manager's Ross Miller catches up with Dr Jimmy Muchechetere, healthcare equity analyst at Investec, to explore the current outlook for the pharma/healthcare sector, the role of healthcare in a broader portfolio, and the relationship between…

5 Aug 2022 30 min

Why Sanlam’s Rodgers is bullish on FAANGs, Unilever and housebuilders

Chris Rodgers, head of investments at Sanlam speaks about investing through tougher market conditions. He believes there’s too much gloom around Faang stocks, and that there are certain opportunities to be had in consumer staples and housebuilders.

29 Jun 2022 18 min