Is Fund Selection Under Threat?

In this episode of Citywire's Heart of Wealth, host Will Robins is joined by Citywire journalists Madeleine Anderson and Charles Walmsley, alongside special guest Austin Robilliard (Founder & CEO of Asher Wealth Consultancy, former Interim CEO of IWP): The End of an Era for Fund Selection? ABN AMRO Investment Solutions explores slashing nearly half of its 90-person selection team in favor of a third-party partnership, highlighting extreme fee and margin pressures across active management. Inside 14 Consolidators’ £128bn Playbooks: Madeleine Anderson and Austin Robilliard unpack Citywire’s special report on how UK advice consolidators invest billions. They cover gold as an inflation shield, debates over market-cap vs. equal-weight US equities, and how to construct a Centralised Investment Proposition (CIP). The Emerging Market Reversal: Charles Walmsley analyzes Morningstar data revealing how last year's top EM equity funds (such as Orbis) tumbled from the top of the performance tables to the bottom due to Korean tech swings, and how selectors separate short-term bad luck from true manager skill. #Investing #WealthManagement #EmergingMarkets