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London
Joined October 2008
What if alternatives were half of a portfolio? on.ft.com/3ZxZkaA
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This week we spoke to @schroders about why they are opening a position in an active US equity fund after previously relying on trackers ftadviser.com/asset-allocato…
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The weekend is approaching and this seems as good a time as any to do some life admin: including signing up to the Asset Allocator email ftadviser.com/asset-allocato…
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This week we covered the latest wealth management merger. This time featuring Waverton and London & Capital ftadviser.com/asset-allocato…
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In our most recent edition of Asset Allocator we looked at which of the emerging market funds portfolio managers use are choosing China, and which are choosing India ftadviser.com/asset-allocato…
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This week we covered how in many fixed income sectors, allocators cluster around the same funds ftadviser.com/asset-allocato…
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In our most recent email, we looked at how Fundsmith Equity remains popular among allocators despite its three years of underperformance: ftadviser.com/asset-allocato…
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Can Ben Whitmore find success with his value investing boutique? ftadviser.com/asset-allocato…
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Allocators have more fruitful year when picking global funds ftadviser.com/asset-allocato…
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I spoke with @nextgenplannrs and had a really interesting conversation about financial education in the UK and trying to create a fairer start for all. Links to listen to it below! For anyone wanting to buy my book, it is available on Amazon amazon.co.uk/Loose-Change-Ti…
PODCAST: Rewriting the Future with @sonia_rach 👏 In Episode 218, Amelia chats with Sonia about financial education in the UK and how she is trying to tackle inequalities with her new book 📖 Spotify 👉 tinyurl.com/mp6bb3zy Apple 👉 tinyurl.com/y4typdpx
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DFM trust picks see discounts narrow faster than average ftadviser.com/asset-allocato…
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In our latest email we looked at how the portfolios put together by D2C robo-advisers compare to those build by human beings ftadviser.com/asset-allocato…
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In our most recent email we examined concerns raised about DFMs' favourite strategic bond fund ftadviser.com/asset-allocato…
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DFMs' private equity picks have different stories to tell ftadviser.com/asset-allocato…
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Protection group urges insurers to ditch loaded premiums ftadviser.com/protection/202…
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Nick Train's fund house pays £20mn dividend...ftadviser.com/investments/20…
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FT Adviser retweeted
Join the FTAdviser WhatsApp channel for breaking news alerts ftadviser.com/your-industry/…
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In our most recent email, we looked at how the consumer duty has helped DFMs through a turbulent year in markets ftadviser.com/asset-allocato…
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FT Adviser retweeted
It’s no surprise that I’m here again, beating the drum on financial education, but my passion is real. I delve in to why in this opinion piece but it's a big reason for my newly published book. ftadviser.com/opinion/2023/1…
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