Showing results by author "Citywire" in All Categories

Have you developed a trusting relationship with a single member of a family, or have you been able to grow your relationships so that the whole family is able to benefit from your expertise? We sat down with Quilter and several advisers to discuss the ins and outs of building relationships with clients’ families, how to go about attracting multiple generations within a family unit and what to keep in mind when it comes to shaping conversations around inheritance planning.

Il rialzo dei tassi d’interesse deciso prima dalla Fed e poi dalla Banca Centrale Europea è l’unico mezzo per contenere l’inflazione dilagante che ha messo in crisi in primis i consumatori, ma anche le società d’investimento. Ma come agisce l’inflazione sui fondi comuni di investimento? Che cosa occorre fare quando persino i rendimenti dei fondi obbligazionari sono negativi? In questo podcast cercheremo di rispondere a queste domande e faremo il punto della situazione, dopo quello che è stato un anno difficile.

Der Finanzradar ist der Finanzpodcast für professionelle Anleger. Wir werfen mit Brancheninsidern einen Blick hinter die Kulissen und schauen uns an, was die Finanzwelt abseits von Graphen und Statistiken beschäftigt.

Citywire is at the Heart of Wealth for professionals like you - decision-makers who invest more than $120tn in assets around the world, whether you are a financial adviser in the UK, a due diligence head in the US, a European fund selector or a private banker in Asia.

Join us every first Monday of the month when we’ll be discussing how investors can make the world a better place while making good returns with expert guests.

Biodiversity loss has far-reaching implications for all of us. From plummeting insect numbers to the ugly face of fashion and the joys and woes of going meat free, this series explores how the rapid decline in species abundance materialises and what we can do about it. The series is produced by Citywire in association with Federated Hermes.

From regime changes and loaded questions to the role of psychological concepts, we hone in on the joys and woes of equity investing in times like these. Our guest throughout the entire series: Jacob de Tusch-Lec, manager of the Artemis Global Income fund. This podcast is produced by Citywire in association with Artemis Investment Management.

Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.

El Castillo y el Foso es la sección de podcasts de Citywire España. Buscamos un acercamiento novedoso y original a las tendencias del sector, con el apoyo de sus protagonistas: gestores de fondos, banqueros privados, asesores financieros y otros profesionales. Les ofrecemos un espacio en el que desarrollar sus ideas de inversión y, a su vez, un refugio para abrir las puertas de su lado más humano.

We go on-the-ground to hear first-hand what top selectors and managers are focusing on.

What are the allures of multi-asset investing? PIMCO's experts weigh in

The latest podcasts from Citywire Forecast.

The Ratings Radar Show takes a look at Citywire’s Fund Manager Ratings to focus on the managers doing great things for their investors.

Thanks, I quit features Swiss finance professionals who had an interesting career change. Hosted by Citywire Switzerland reporter Fergus Horsfall, the first series includes star names who left Switzerland’s financial heavyweights and those who took unconventional routes to the top. From bitcoin bosses to Iraq fund impresarios and sustainability pioneers, make sure you tune in every second Wednesday to learn from the most fascinating figures in the industry.

Citywire's Funds Fanatic Show brings investors the latest news and views on funds and investment trusts.

Be it varying investment environments or ever new client circumstances, change is more than just a constant in advisers’ lives – it’s their daily bread and butter. 'A word of advice', a podcast series in association with Brooks Macdonald, gives a snapshot of everything that’s on advisers’ minds these days, from catering to different investment needs to helping clients maintain their desired living standard in retirement.

The Citywire South Africa ‘What’s the big idea?’ short-form podcast, hosted by Lindsay Williams, speaks to investment professionals about a significant investment idea that they are currently implementing in their portfolios.

As post-crisis imbalances built up in the financial system, Varenne Capital CEO Giueseppe Perrone knew that he had to create a new type of asset manager. With hard lessons learnt from the 2008 crash, he reveals how he built the firm from €3m to €3bn and why the pandemic was Varenne’s show case opportunity

Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.

They say that money changes everything. Well, so does technology. In this podcast, The WealthTech Show, we speak to the ground-breaking pioneers who are using tech tools and trends to shape the future of investing and financial planning. With new solutions and trends popping up at a mind-boggling rate, we explore what this means for our everyday lives, as well as the wealth management and financial advice industries. Welcome to The WealthTech Show.