tony catt
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2026 Fixed Income Insights
Welcome to the 2026 edition of Fixed Income Insights – a refreshed and reimagined publication that we have developed with advisers firmly…
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Podcast #169: Making the case for passive investing, with Evelyn Partners’ Dan Caps
This week on IFA Talk, in partnership with Evelyn Partners, we take a deep dive into passive investing, and how it has…
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Podcast #168: Finding the middle ground between in-house and outsourced investment solutions, with Minerva’s Chris Edmeades
In this week’s episode of IFA Talk, in partnership with Minerva Fund Management Solutions (Minerva), we explore how some firms are rethinking…
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Building resilient portfolios with active fixed income management
Advisers and investors are increasingly focused on fixed income solutions that provide both reliable income and portfolio resilience. Andrew Stephens, EMEA Head…
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Podcast #151: Making sense of markets, mindsets and 2026, with James Giblin, Fund Manager at L&G
This week on IFA Talk, Deputy Editor Jenny Hunter and Editor Sue Whitbread are joined once again by James Giblin, Fund Manager…
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How a centralised investment proposition can enhance an MPS
In a rapidly changing investment landscape, advisers are under pressure to deliver personalised client outcomes while keeping their businesses efficient and compliant.…
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Active management and alternatives: building resilient portfolios in a changing world
In today’s volatile and rapidly evolving investment landscape, advisers and their clients are looking for MPS solutions that can weather uncertainty while…
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Simplifying success: how Vanguard’s MPS solutions can help advisers focus on what matters most
As advisers seek smarter, more scalable ways to deliver value for clients under Consumer Duty, Vanguard’s Head of UK Intermediary, Douglas Abbott,…
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Building trusted partnerships: how Aberdeen’s MPS solution is helping advisers deliver better client outcomes
As managed portfolio services (MPS) continue to evolve from an investment “product” into a holistic, advice-led solution, Aberdeen Adviser’s Head of Investment…
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Brooks Macdonald’s Mark Shields talks MPS, market surprises and the smart way to approach 2026
With volatility back on the agenda and global markets full of surprises in 2025, Brooks Macdonald’s Investment Director, Mark Shields, speaks with…
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Podcast #149: Smarter retirement strategies for your clients, with Andrew Lewis, Senior Investment Director at Brooks Macdonald
In this week’s episode of IFA Talk, Matt Williams and Jenny Hunter dive into one of the most important and complex areas…
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2025/26 Managed Portfolio Services (MPS) Insights
Welcome to our 2025/26 edition of Managed Portfolio Services (MPS) Insights – a refreshed and reimagined publication that we have developed with…
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Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens
After a decade in which equities and alternative assets dominated portfolios, fixed income is firmly back in the spotlight. With interest rates…
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TEI Podcast #8: Navigating a shifting IHT landscape with confidence; Pensions, IHT and the upcoming budget, with Toyin Oyeneyin, Tax Product Specialist at Octopus Investments
In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Sue take a look back at some of…
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Podcast #145: Delivering value through multi-asset investing, a look inside the Scottish Widows Managed Growth Funds with Mithesh Varsani, Head of Investment Solutions
Multi-asset investing continues to sit at the heart of effective portfolio construction, helping advisers deliver diversification, risk alignment and consistent outcomes for…
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Navigating the Regulatory Tide: How Advisers Can Build Resilient Retirement Income Strategies
As the regulatory landscape continues to evolve, financial advisers are under increasing pressure to demonstrate that their retirement income advice delivers good…
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Podcast #139: Helping advisers build successful partnerships with MPS providers, with L&G’s Francis Chua
In this week’s IFA Talk podcast, we’re exploring model portfolio services (MPS), asking what really makes for a successful partnership between an…
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The case for using a Managed Income investment approach for clients approaching and in retirement
With a growing share of assets now tied to clients either approaching or already in retirement, wealth managers and DFMs are increasingly…
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The benefits of using liquid alternatives in portfolio construction
Traditional investment strategies can fall short in navigating the complexities and volatility of today’s financial markets, says Ryan Paterson, Portfolio Manager, Schroder…
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Pounds in pockets: why natural income matters in retirement income planning
An exclusive interview with BNY Investments’ Paul Flood For many investors approaching or in retirement, getting a high yield from a multi-asset…
