Nick Wade: Driving from Beijing to Paris and stories in risk modelling

I chat with Nick, Director of Asia Pacific Marketing at Northfield Information Services, about the bubbles we live in socially, philosophically and professionally. Risk modelling has evolved to mirror active management and yet entails residual dogma and structural flaws in delivery and execution. In this fascinating conversation we unpack where AI will take financial services, the importance of time horizons and the better questions asset owners need to ask themselves in order to understand their portfolios.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.

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How a disappearing adviser exposed vulnerabilities in the governance chain

How a disappearing adviser exposed vulnerabilities in the governance chain

On the face of it, she looked like the model adviser. She was respected by her peers, her advice was good, she regularly won awards, and her clients loved her. Then she started pre-charging clients fees for service, took the money, spent it, and disappeared. That disappearance was ultimately how Count found her.

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