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
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.
Déjà vu all over again: tax avoidance or criminal activity?
Are you avoiding tax within the bounds of the law or are you a criminal? This seems to have been the distinction missed by the Paradise Papers revelations and has wealth managers calling for clarity.
Should wealth firms consider TV advertising?
In financial services, the television has normally been the preserve of banks, insurers and payday lenders, but both Tilney and Octopus have been carrying out high profile marketing campaigns.
Data protection dilemma: how to tackle Mifid II and GDPR clash
JHC head of regulatory change Andrew Watson analyses how firms can protect themselves from GDPR.