The Wealth Show

What The FAANG? - Has Netflix's subscriber base reached its limit?

In the first of a new series called ‘what the FAANG’ we’re looking at Netflix, which has been pretty resilient through the Covid-19 pandemic, with a 14 million bump to its subscriber base, and a 25% boost to Q2 sales. Gordon Mackay manages Janus Henderson’s Global Equity fund which has…

26 Aug 2020 21 min

A View From…Birmingham: Motorbikes and Rubix Cubes

This episode sees Katie chat with chief executive officer at Margetts fund management in Birmingham, Toby Ricketts He discusses his new found mastering of the classic 90’s rubix cube as well as hitting the empty roads on his motorbike.

19 Aug 2020 19 min

Desert Island Fund Picks - Waverton's Bill Dinning

Waverton CIO Bill Dinning discusses the five funds that have seen him through the 2008 financial crash, a decade long bull run and the more recent Coronavirus crisis.

12 Aug 2020 16 min

A view from Wales - Canaccord's Kamal Warraich

Kamal Warraich, investment analyst at Canaccord Genuity WM, shares his lockdown experience from Llandudno in North Wales, including how asset allocation has been affected, what cuisine he is looking forward to the most when restaurants re-open, and a new hobby!

7 Aug 2020 14 min

From Baillie Gifford to platform disruptor - 'Buy lists have helped avoid paralysis'

Felicia Hjertman, former co-manager of the Baillie Gifford Japanese Smaller Companies fund, vows to ‘shake up’ the platform market with a DIY service named Vinco, offering a restricted number of funds.

5 Aug 2020 14 min

A view from Belfast: Cartwheels and clever 6 year olds

This episode sees Katie chat with divisional director and head of the Belfast office at Investec, Leigh Yeaman. She discusses massacring her hedges while on the hunt for a new hobby as well as her astute six year old.

31 Jul 2020 17 min

Matthews Asia’s ex-diplomat: China's rise will defy 'tragic loss' of freedom in HK

Matthews Asia investment strategist Andy Rothman spent 17 years in the US foreign service, including as head of the macroeconomics and domestic policy office of the American Embassy in Beijing. Here he discusses how worsening relations between the west and China are likely to affect investors, and what the future…

29 Jul 2020 33 min

Asset Allocation: 'We're backing firms that will survive'

Five asset allocation heavyweights explain how portfolios have changed in the wake of the coronavirus crisis, and look into whether the ESG rise is a direct result of the pandemic. The podcast was hosted by Citywire Wealth Manager news editor Loukia Gyftopoulou. Guests included: Chris Godding - CIO at Tilney,…

22 Jul 2020 21 min

S&W tax expert: 'Gift as much as you can before the next Budget'

Smith & Williamson’s Julia Rosenbloom says that a wealth tax in the Autumn Budget is unlikely to be on the cards, but that clients should prepare for significant changes to inheritance tax and capital gains tax.

8 Jul 2020 14 min

Artemis’ Weldon - I don’t disagree with US market wisdom

Citywire AA-rated Cormac Weldon, head of US equities at Artemis, spoke about what it’s like managing a US fund from across the pond during the pandemic with such a volatile president at the helm.

3 Jul 2020 33 min

Nutmeg CEO: 'My wife keeps asking me when we'll be profitable'

Episode 5: First 100 Days as CEO: Nutmeg's new CEO Neil Alexander talked about the firm's odyssey to profitability, the recent exit of senior staff and how he dealt with coronavirus just two months into the job.

1 Jul 2020 15 min

A view from Harrogate - Sanlam's Ellie Ingilby

We are going barking mad with Ellie Ingilby, head of the Harrogate office, Sanlam as she discusses her new, live-in colleague a west highland terrier as well as her unique hobby.

29 Jun 2020 18 min

JP Morgan's Kwok - The Huge Asian Asset Management Opportunity

Citywire AAA-rated Joanna Kwok, manager of JP Morgan Asset Management's Asia Growth fund, spoke about the growing middle class in the region and some of the industries that will benefit, including asset management.

24 Jun 2020 29 min

A view from the Channel Islands - A glimpse into the future

With lockdown already in Guernsey’s rear-view mirror, Mark Bousfield of Ravenscroft gives a glimpse of what the ‘new normal’ for the UK could look like. We discuss what he’s looking forward to the most once all 4 of Ravenscroft’s branches are back in the office, as well as a guilty…

19 Jun 2020 14 min

Football’s coming home – why it matters

Does the return of top flight English football today matter? Of course it does. But events of the fast few months have shown there are bigger things that matter more – something illustrated by Marcus Rashford’s dramatic intervention on the need for hungry schoolchildren to be fed over the summer…

17 Jun 2020 20 min

‘Daddy what did you do in the crisis?’

Five leading wealth managers discuss what the legacy of the pandemic crisis will be and how it will transform ESG investing. Ultimately, companies and people will be judged by the actions they take. The debate was chaired by Wealth Manager editor Dylan Lobo and comprised Damien Lardoux - EQ Investors,…

12 Jun 2020 16 min

A view from Manchester - Alex Brandreth, Luna Investment Management

From kids and cats, they just don’t care in the Brandreth household. Katie Gilfillan speaks with Alex Brandreth, CIO of Luna Investment Management.

10 Jun 2020 18 min

The city is still a challenging place to discuss race - LGIM's Onuekwusi

LGIM head of retail multi-asset funds Justin Onuekwusi says that he expects some negativity when talking about race, as usually ‘it’s just not done’. The fund manager is one of only 13 black fund managers in the UK asset management industry.

5 Jun 2020 20 min

Rathbones' AA-rated Thomson: Amazon has been a lifeline

One of the top performers during the coronavirus crash, manager of the Rathbone Global Opportunities fund James Thomson, told Wealth Manager he put more cash to work in March than in the fund's entire lifetime.

3 Jun 2020 13 min

'The last 10 weeks have done more for ESG than the last 10 years' - Royal London's Mike Fox

Royal London Asset Management’s head of sustainable investments talks about the reasons his funds have seen strong inflows despite the coronavirus, why ESG strategies are outperforming the market and how he expects the specialism to change over the next 10 years.

1 Jun 2020 10 min