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Wealth Manager: Alan Harris on playing the local card on the South coast

08:30 | 12 Mar 2010 | By Matthew Goodburn

Charles Stanley's team in Brighton & Hove on client relationships, local knowledge and whippets

Gatekeeper: How to pitch investment to Peter Nicolle of Minerva Trust

08:30 | 11 Mar 2010 | By David Campbell

Don't be benchmark-centric says the Jersey Gatekeeper.

ETF Strategy: Coffee is bubbling

08:30 | 10 Mar 2010 | By David Campbell

Active strategy for passive investments. This week, the FTSE 100 and coffee.

Tom Elliott: Has QE failed?

09:38 | 09 Mar 2010 | By David Campbell

Money growth in Europe has been fairly flat in recent months, due to subdued credit creation by banks and because of portfolio shifts out of low-yielding M3 deposits.

Wealth Adviser: Simon Stodart of MPL on synthesising advisory and discretionary

08:30 | 08 Mar 2010 | By David Campbell

The newly appointed co-director on why trust is as important when dealing with co-workers as it is with clients.

Wealth Manager: Dan Kemp of Saltus Partners on evolving in volatile markets

08:30 | 05 Mar 2010 | By James Phillipps

The Saltus partner describes how he is tipping the risk back in the investor’s favour

How to pitch investment to Crispin Lace of Mercer Investment Consulting

10:16 | 04 Mar 2010 | By David Campbell

Focus on building a rapport with clients, advises Mercer's senior consultant 

ETF Strategy: Poland poised for regional recovery

09:44 | 03 Mar 2010 | By David Campbell

Active strategy for passive investment.

Tom Elliott: Can the global consumer spend us into recovery?

08:30 | 02 Mar 2010 | By Tom Elliott

The strength of the recovery in the emerging Asia region reflects the rebound from the low levels of activity seen during the recession.

Wealth Adviser: Philip Aleppo on growing with your clients

08:30 | 01 Mar 2010 | By David Campbell

Charles Stanley adviser on financial planning at the pinstripe and braces brokerage.

David Willcox: Why tax efficient investing is essential for wealth preservation

09:06 | 26 Feb 2010 | By Drazen Jorgic

City Asset Management's investment director has risen fast - but then he was taking an interest in tax planning at 15.

Gatekeeper: Andrew Coveney on how to pitch investment

10:01 | 25 Feb 2010 | By David Campbell

Clients prefer preserving money to making money says Barnett Waddingham's head of private clients.

ETF Strategy: European property stalls, Shipping sinks

08:30 | 24 Feb 2010 | By David Campbell

Baltic Dry Shipping has fallen from recent highs, while European Reit yields are narrowing.

Tom Elliott: Can Europe reassure the bond markets?

09:46 | 23 Feb 2010 | By Tom Elliott

Bond yields for many European countries are at multi-year highs relative to those of Germany. What is to be done to pacify the bond markets’ fears of defaults?

Eden Financial's head of planning on the death of equity-centric investment

08:30 | 22 Feb 2010 | By David Campbell

David Goodfellow consider the changing nature of risk in planning and investments.

Rupert Caldecott: Wealth managers find it too easy to make excuses

08:30 | 19 Feb 2010 | By Dylan Lobo

The royal family’s former banker on why active asset allocation is key to Dalton Strategic Partnership’s success.

How to pitch business to Ashley Crossley of Baker McKenzie

08:30 | 18 Feb 2010 | By David Campbell

Answer the questions that the client wants answered, says the law firm's head of wealth management.

ETF Strategy: Platinum on the up but oil comes back to earth

08:30 | 17 Feb 2010 | By David Campbell

Platinum, listed private equity and lean hogs on the way up, gas goes sideways and oil comes down with a bump.  

Tom Elliott: January was a setback not a trend

08:30 | 16 Feb 2010 | By Tom Elliott

Weakness in January on the S&P 500 reflects domestic and international uncertainties.

SGPB Hambro's media star brings the common touch to private banking

08:30 | 15 Feb 2010 | By David Campbell

Head of advisory at the company and media star Christine Ross on her BBC appearances and starting at the 'sharp end' of advice.

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