In a world of low interest rates and increasing turbulence and complexity, it is vitally important to ensure that your investments are working for you as efficiently as possible. Whilst you cannot control how the financial markets will behave, as an investor you can control aspects of your investments to ensure they work efficiently and are aligned to meeting your personal goals.
This webinar is designed to provide ICAEW members with an insight into the importance of long-term investing and an overview of the controllable aspects to help you achieve your short, medium and long-term personal financial planning goals.
The key areas that will be covered are:
This is a free online event, please book it in two minutes by clicking ‘Book here’ above.
Charlotte is the CEO of Netwealth, a leading UK online wealth manager. Having started her career at JPMorgan she spent 20 years at Goldman Sachs, serving as a partner for 10 years. Her leadership roles spanned relationship management, marketing and product development in the Securities Division. From 2006 to 2011, Charlotte was head of Institutional Wealth Management and the Market Solutions Groups for Europe, Middle East and Asia in the Investment Management Division. From 2012, she explored the impact of digital technologies on a variety of industries before founding Netwealth in 2015.
Prior to joining Netwealth, Matt spent 7 years at Julius Baer and Merrill Lynch as a Director and portfolio manager, advising and investing on behalf of high and ultra-high net worth clients. In 2014 Matt was shortlisted for the Spears Wealth management awards in the next generation category and was included in the Citywire top 30 under 30 of wealth management in 2013.
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