Latest News - Jacob Bernbaum
Wealth firms missing private client impact investment boom
The number of people actively considering the impact of their investment choices has rocketed in recent years from 9% to 15%
A 17-year-old's perspective on Brexit
Jacob Bernbaum has just finished the first year of his A-levels and is worried about his future, as politicians fail to make any meaningful progress on Brexit.
Mifid II has exposed huge holes in wealth due diligence
When you reflect on your operational due diligence process for assessing funds, do you or your colleagues ever think – is our process robust? Do we ask all the right questions in the right way?
Tip of the iceberg: why are wealth firms culling jobs?
After a number of wealth firms announced job cuts, we look at whether this is the start of a wider industry trend.
Three ESG veterans on their top investible megatrends
We present five ideas from fund managers on themes and stocks which could give investors bang for their buck in more ways than one