Private equity investment has surged through the advice market in recent years. But Citywire’s widely-shared database shows that not all of these firms are performing well. Brian Hill, Head of Strategic Exits at the Exit Partnership, joins NMA Reporter Zach Sharif and Deputy Editor Jack Gilbert to chat about private equity investment. They discuss the results of this database, that analysed the performance of the 34 private equity-backed advice firms in 2022. 

In this episode, Jason Pidcock, manager of the £1.1bn Jupiter Asian Income fund, discusses divesting from mainland China’s equity market and the significance of macroeconomic and geopolitical risk for investment returns. 

NMA Reporters Zachariah Sharif and Alicja Hagopian explore retirement income with Stephen Lowe, group communications director at retirement specialist Just Group. We discuss what the FCA’s thematic review of retirement income advice will contain, the chancellor’s reversal of the lifetime allowance for pensions, as well as the state pension age. 

In this week’s episode of The Advice Show, Puma Investments’ David Kaye and Joe Cornwall discuss the AIM-listed wealth firms they’re bullish on, why service comes before scale in financial services, and the risk/reward trade-offs in AIM investing. 

NMA Reporters Zachariah Sharif and Alicja Hagopian explore consumer vulnerability with Junaid Mujaver of Newton Europe. Junaid is leading the firm’s online vulnerability assessment, using behavioural psychology to include vulnerable customers in their digital journeys. How can firms include vulnerable consumers in their thinking, particularly in light of the incoming consumer duty? 

Alex Cowan-Sanluis, CEO of Platform One, explains to reporters Chloe Meley and Zach Sharif how blockchain technology can reshape the wealth management industry, and the obstacles it faces on the way to widespread adoption. 

Mike Barrett, consulting director at the lang cat, speaks to reporters Nicola Blackburn and Alicja Hagopian about Vanguard’s foray into the UK advice market, and why the investment giant chose to leave it behind—for now. 

Rob DeDominicis, CEO of platform technology provider GBST, speaks to reporter Chloé Meley about the impact of regulation on tech innovation and whether tech providers should be concerned about Amazon and Apple making inroads in financial services. 

Petronella West, CEO of Investment Quorum, speaks to NMA reporter Chloe Meley about how the PFS-CII dispute has been received among advisers, and why she believes a new trade body is not the way forward. 

NMA Reporters Zachariah Sharif and Nicola Blackburn speak to Branko Bjelobaba, ex-Vice President of the Chartered Insurance Insititute (CII). They discuss the ongoing dispute between the Personal Finance Society (PFS) and the CII, and how it can get resolved.