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Latest News - Tim Cooper

My asset allocation: Beckett reduces UK exposure

Samantha Owen, of Beckett Investment Management Group, stays overweight emerging markets and has reduced interest rate sensitivity and exposure to the UK.

Adviser Profile: Saran Allott-Davey and Chris Jordan of Heron House Financial Management

Cover star veterans Saran Allott-Davey and Chris Jordan have proved their pedigree, offering an ongoing service at Heron House Financial Management that can compete with the rest of the field.

Adviser Profile: Lisa Hardman of Investing Ethically

Lisa Hardman is not afraid to jump in at the deep end at Investing Ethically, offering clients social impact investments that match both their ethical requirements and attitude to risk.

My asset allocation: Abram is 'positioned for volatility'

Worried by Donald Trump's unpredictable policies, Ken Abram of Abram Partnership has increased diversification within and across sectors by digging down into individual fund manager styles

Outsourcing: James Roberts of Partners Wealth Management

Roberts uses Thesis Asset Management because of its preference for direct UK equities and its diversification, as well as the ability to control portfolios on the platform

Asset allocation: how 10 advisers are investing in 2017

How 10 advisers have invested this year.

My asset allocation: UK equities set for 'moment in the sun'

Effective diversification is about backing a few experienced, talented managers, says Tim Whiting of Timothy James and Partners

Adviser Profile: Ben Cordiner of The Financial Advice Company

Ben Cordiner took The Financial Advice Company from the rubble of an insolvent parent, and shaped a fresh firm looking to enhance its client bank with a younger demographic.

My asset allocation: Preparing for high-volatility markets

Alan Cram of Ellis Bates Financial Solutions has decided on a well diversified, neutral position to cater for possible investment turbulence

My asset allocation: An active, conviction-led style

Tom Sparke on how Gibbs Denley robustly backs its investment views, limits downside risk and is moving towards a value approach in US and European equities

Video pick
Play CEO tapes: 'The only reason you get fired is relationships'

CEO tapes: 'The only reason you get fired is relationships'

In the second instalment of Citywire's video interview with asset management chief executives, we discuss why relationships are more important than assets in fund management.

7 Comments Play CEO tapes: ‘I couldn’t hack the lad culture anymore’

CEO tapes: ‘I couldn’t hack the lad culture anymore’

Citywire recently spoke to chief executives at some of the UK's biggest asset managers. In this video they talk about how a 'lad culture' is hampering diversity in fund management.

NMA Profile
1 Comment Adviser Profile: Saran Allott-Davey and Chris Jordan of Heron House Financial Management

Adviser Profile: Saran Allott-Davey and Chris Jordan of Heron House Financial Management

Cover star veterans Saran Allott-Davey and Chris Jordan have proved their pedigree, offering an ongoing service at Heron House Financial Management that can compete with the rest of the field.