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Rob Macdonald

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Rob Macdonald is Head of Strategic Advisory Services at Fundhouse. Rob has held several senior executive positions in the investment industry. His primary areas of focus at Fundhouse are on Adviser Consulting and Adviser Programmes. Rob has written and spoken widely on a range of topics related to leadership, coaching, investments, practice management and financial planning. More insights from Fundhouse here.
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Disciplined hedging practices

Kim Zietsman, Head of SA Business Development and Marketing at Laurium Capital, explores diversification, alpha and risk management.

What’s in it for you?

Why the Total Portfolio Approach is suddenly everywhere – and what it means for you.

The call is coming from inside the house

“The call is coming from inside the house” suggests a threat or danger that comes from someone close, not an outsider. I am borrowing that phrase but with the opposite connotation: celebrating 25 years of excellence.

Emerging markets tech: bubble or structural growth cycle?

Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high.

Personal advice needs a platform experience to match

Kapil Joshi, MD of Strategy and Proposition at Momentum Wealth, reminds us that financial advisers have always understood a simple truth: no two clients are the same.
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