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Continue readingGlobal forecasting group sees U.S. inflation at 4.2% this year, much higher than Fed estimate
The forecast is a sharp step up from the prior projection of 2.8%. Moreover, it is much higher than the 2.7% Fed officials estimated.
Continue readingGovernment introduces ‘milestone’ mandatory ethnicity pay gap reporting
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Continue readingReeves’ ISA reforms fail to prompt savers to switch to Stocks & Shares
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Continue readingOECD downgrades GDP growth forecasts as energy prices surge
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Continue readingJoe Wiggins
Company: St James’s Place Personal AUM: N/A Company AUM: £220bn Career history Joe has worked at some of the largest asset and wealth managers in Europe. Most notably, spending seven years with Aberdeen, where he was a fund manager with responsibility for Strategic Asset Allocation for MyFolio, one of the…
Continue readingThomas Watts
Company: Julius Baer International Personal AUM: N/A Company AUM: N/A Career history Thomas started in the industry in 2010 as a graduate trainee at Brewin Dolphin, working in various MPS focused roles, covering both asset allocation and underlying fund research. He joined Julius Baer in September 2025 and today, he…
Continue readingMatthew Wiles
Company: EQ Investors Personal AUM: N/A Company AUM: £2bn Career history Matt joined EQ Investors as head of research in October 2024 from LGT Wealth Management, where he spent three years leading on sustainability and impact focused research. Previously, Matt worked at Aberdeen as an investment manager and research analyst…
Continue readingMatthew Yeates
Company: Seven Investment Management Personal AUM: N/A Company AUM: £24bn Career history As co-CIO, Matthew provides leadership for the investment activities of 7IM. He is a member of the executive team and chairs the firm’s investment committee.In 2023 and 2025, he was named one of EQD Magazine’s ‘25 global leaders…
Continue readingTony Yousefian
Company: Margetts Fund Management Personal AUM: £935m Company AUM: £3bn Career history Tony joined Margetts in 2025, bringing over 40 years of experience in investment management. Throughout his career, he has managed both private client portfolios and collective investment funds, building a strong track record across market cycles. Prior to…
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