CIO Tapes: tech companies to be broken up like railways by Citywire

AJ Bell's head of active funds Ryan Hughes tells Wealth Manager investors should not write off favourite-fund lists and explains why performance is not as important as consistency in his selection process

Andrew Aldridge, partner at Deepbridge, talks about the risks and liquidity constraints of EIS now that the rules have changed.

In a wide ranging discussion the CIO’s touched on the possibility of a reckoning in the technology sector - akin to the breaking up of the railways in the early 20th century. Together with the fact that despite the low economic and earnings growth in the developed world they do not anticipate this decade long cycle to end any time soon. And also that the world needs fiscal spending and the UK under the leadership of this Conservative government appear to understand that and are well placed to make it a reality.

Taking part in the discussion were:-

• Lucy MacDonald – MD, CIO of Global Equities at Allianz Global Investors

• Nigel Bolton – MD, Co-CIO of Active Equities at BlackRock

• Piers Hillier – CIO at Royal London Asset Management

• Guy Monson – Senior Partner, CIO at Sarasin & Partners

• Mark Dowding – CIO at BlueBay Asset Management

Episode 3: First 100 days as CEO: Merian's Mark Gregory talks to Wealth Manager by Citywire

In this podcast special of our recent CEO Wealth Tapes series five wealth bosses discuss the pros and cons of vertical integration.

Lawrence Lever, Citywire chair – 00:05

Dylan Lobo, Online editor Wealth Manager, 00:22

Paul Feeney, Quilter CEO, 01:00

David Ferguson, Nucleus Financial Group CEO, 01:50

Andy Bell, AJ Bell CEO, 07:00

Christian Berchem, CEO Credit Suisse (UK), 12.30

Richard Charnock, CEO Aberdeen Standard Capital, 17.30

Dean Proctor took over as 7IM CEO in April, replacing Tom Sherdian who had been at the helm for nearly two decades. He tells Wealth Manager why a fresh pair of eyes was necessary to take the firm forward

Andrew Formica talks to Wealth Manager about the challenges that came with the top job at Jupiter AM and explains his plans for the future

A recent data crunch by Citywire revealed that Jourdan and co-manager David Stevenson, managers of the TB Amati UK Smaller Companies fund, has been AAA-rated by Citywire for 45 consecutive months, the longest streak out of the 15,000 or so manager Citywire tracks.

In this Podcast Jourdan discuss some of his best and worst investments over the last decade and offers some words of wisdom for budding young fund managers in what he describes to be a ‘hugely privileged’ job.

Keen cyclist, runner and Londoner David Miller, investment director at Quilter Cheviot, meets Wealth Manager’s Eleanor Mahmoud for a walk around the Serpentine in Hyde Park. Well known for his award winning written series ‘Diary of a Fund Manager’, he tells the story of where it came from, the journey it has taken him on and where he sees it going. With over 30 years in the investment industry, he talks memorable moments, crashes and why the next generation are in a unique position. Join us for an enjoyable episode making the most of London’s great outdoors.