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Latest News - Harriet Dodd

Lunch with Adam Caplan of Hargreave Hale

This week, Anna Dumas and I went to meet Adam Caplan, chief executive, director and chairman of the executive committee at Hargreave Hale, writes Harriet Dodd.

Lunch with: Andrew Crickmore from Canaccord

Perhaps surprisingly for this column, so far I hadn’t visited Goodman’s steakhouse, a favourite in the City’s Old Jewry, writes Harriet Dodd.

Book Club: Keith Loudon

Keith Loudon, a senior partner at Redmayne-Bentley reviews William Wilberforce: The Life of the Great Anti-Slave Trade Campaigner by William Hague

Book club

James de Bunsen, fund manager at Henderson reviews Quicksilver by Neal Stephenson

Small & beautiful: 10 wealth managers reveal their favourite little funds

While strategies running vast sums dominate the investment landscape, there are plenty of less well-publicised funds delivering the goods. We ask 10 discretionaries to name their favourite small funds.  

Book club: James De Bunsen

James De Bunsen, a fund manager at Henderson Global Investors, reviews Quicksilver by Neal Stephenson

Biggest blunders: eight wealth managers' worst decisions of 2013

After revealing their best investment decisions of the year last week, our panel of wealth managers give a frank assessment of things which haven't gone quite accordinging to plan in 2013.

Lunch with: Parmenion’s Peter Dalgliesh in Bristol

Parmenion’s new offices in Bristol are a far cry from their previous home in Bath, writes Harriet Dodd. Light, spacious and modern, entire walls are covered in ‘mind maps’ and jottings for potential new ideas.

Three investments trusts this wealth management trio are eyeing

Wealth managers from Charles Stanley, Charlotte Square and Blackadders reveal their favourite closed-end plays and where they've been spotting value in the investment trust sector, writes Harriet Dodd.

Summer hotspots: eight wealth managers' top holiday destinations

We ask our panel of wealth managers for some holiday tips for those who don't believe the UK heatwave will last much longer.