Episodes

  • This is how wealth managers should be preparing for 2030

    This is how wealth managers should be preparing for 2030
    Dec 4 2025
    Alistair Shipp, wealth management lead at consultancy firm Capco, says upskilling will be critical as firms gear up for the wealth landscape of 2030
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    27 mins
  • At this point there's hardly an adviser who hasn't considered MPS

    At this point there's hardly an adviser who hasn't considered MPS
    Nov 26 2025
    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.
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    24 mins
  • Paris Jordan on SDR for MPS: ‘It's not a never, it's just a when'

    Paris Jordan on SDR for MPS: ‘It's not a never, it's just a when'
    Nov 19 2025
    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.
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    27 mins
  • EBI Portfolios ‘acknowledge issues’ with a pure passive approach

    EBI Portfolios ‘acknowledge issues’ with a pure passive approach
    Nov 12 2025
    Head of investment Jonathan Griffiths dives into EBI’s new fund launches and its tolerance-based approach to rebalancing its MPS
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    23 mins
  • Quilter: This is what we want to see in the Budget

    Quilter: This is what we want to see in the Budget
    Nov 5 2025
    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.
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    24 mins
  • The big fourth quarter calls

    The big fourth quarter calls
    Oct 23 2025
    Three leading Model Portfolio asset allocators discuss the UK, US and Emerging Markets in a debate chaired by Citywire news editor Dylan Lobo
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    27 mins
  • Ascot Lloyds IM’s Top 100 on the value absolute return funds can bring to portfolios

    Ascot Lloyds IM’s Top 100 on the value absolute return funds can bring to portfolios
    Oct 15 2025
    Top 100 and CIO at Ascot Lloyd Investment Management, David Morcher discusses the role absolute return funds plays in the portfolio and the relaunch of its Ethical MPS.
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    31 mins
  • Why the FCA ditched its crypto ban?

    Why the FCA ditched its crypto ban?
    Oct 7 2025
    Head of consumer investment Kate Tuckley discusses its ‘discovery-led’ exercise into high-risk retail products, and why the regulator reversed its crypto ETN ban.
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    28 mins