2024: Brooks' sale to Canaccord; the impact of SDR; and the October Budget

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It’s been a very busy year for wealth management. Join our reporters in the studio as we discuss the highlights of the last year.

23 Dec 2024 English United Kingdom Business · Investing

Inside Hargreaves Lansdown’s multi-manager fund range

Hargreaves Lansdown’s head of multi-manager funds, Ziad Abou Gergi, discusses the evolution of the fund range since he took over in 2022 and how the strategies have been coping with market volatility over the past year.

11 Dec 25 min

This is how wealth managers should be preparing for 2030

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 27 min

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

2024: Brooks' sale to Canaccord; the impact of SDR; and the October Budget

Other recent episodes

Inside Hargreaves Lansdown’s multi-manager fund range

This is how wealth managers should be preparing for 2030

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

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