Episodes

  • How Columbia Threadneedle Investments delivers active investing at low cost

    How Columbia Threadneedle Investments delivers active investing at low cost
    Jan 22 2025
    How can you deliver active investment solutions at low cost to help financial planners meet the needs of their clients? Columbia Threadneedle Investments thinks it may have an answer in its Universal range of funds.

    Richard Lander of Citywire sits down with Keith Balmer, Columbia Threadneedle Portfolio Manager, and Chris Bull, Chartered Financial Planner at Kellands to discuss how the Universal range may hit the spot.

    The value of investments and income from them can go down as well as up and investors may get back less than the original amount invested. The views and opinions expressed by the individual contributors of this podcast do not necessarily represent those of Columbia Threadneedle Investments.
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    28 mins
  • Platforms need to work with advisers

    Platforms need to work with advisers
    Jan 3 2025
    In this episode of The Advice Show, Jenny Davidson, head of platform proposition at Quilter, talks to Citywire about transfers, technology and service.
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    23 mins
  • Advisers just want platforms to work

    Advisers just want platforms to work
    Dec 16 2024
    Quilter’s platform boss reflects on what is driving Quilter’s flows and what they want to see from their providers.
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    23 mins
  • Inside the performance of the 10 largest MPS providers

    Inside the performance of the 10 largest MPS providers
    Dec 13 2024
    Citywire's Dan Grote and Jeremy Gordon discuss their exclusive research into the winners and losers of MPS performance.
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    30 mins
  • The Advice Show, with Mike Ambery

    The Advice Show, with Mike Ambery
    Nov 21 2024
    Mike Ambery joins this week's Advice Show to discuss the fallout from a hectic few weeks that saw Rachel Reeves deliver her first Budget and her maiden Mansion House address. We discuss the government's pension plans, mandation on investment, whether the messaging has been off since they arrived in power and how they will look to get the country's economy back on track looking at Australia and Canada.
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    30 mins
  • How DAFs can offer value add for advisers

    How DAFs can offer value add for advisers
    Nov 15 2024
    We speak to Edward Garrett of the Charities Aid Foundation about how advisers can help their clients with philanthropy.
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    23 mins
  • The government has staked its reputation on this Budget, the country needs it to work

    The government has staked its reputation on this Budget, the country needs it to work
    Nov 14 2024
    Jon Greer joined the Advice Show for this week's episode, two weeks on from Rachel Reeves's maiden Budget. Hiking taxes by £40bn, including levying inheritance tax on pensions, Greer discusses all of that plus whether or not the chancellor should mandate UK investment and whether her bold plans will come off.
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    37 mins
  • 'Eight times the energy of a Google search': How one manager backs ChatGPT

    'Eight times the energy of a Google search': How one manager backs ChatGPT
    Oct 28 2024
    In this episode of The Advice Show, Gravis CEO Phil Kent discusses the energy investment needed to meet AI demand, and what more this month's Budget could reveal about Labour's growth agenda.
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    25 mins