So who'd be an adviser?

clock

I've just come back from a week on the road fronting a roadshow for UBS, Swip, Martin Currie, Maia C...

I've just come back from a week on the road fronting a roadshow for UBS, Swip, Martin Currie, Maia Capital and Old Mutual. So what do you learn on the road? One thing is that being an adviser is not easy. You all know that if you are one, but if you spend most of your working life in London or some major city abroad, then you begin to forget that real life is in the likes of Exeter or Newmarket or Harrogate. To the adviser who was about to meet a client with £500,000 to invest, on referral from a solicitor, I hope you listened to the advice of Simon Murphy, one of the speakers and man...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Majority of UK financial institutions expect growth over next 12 months

Majority of UK financial institutions expect growth over next 12 months

UK expected to remain a financial hub

Patrick Brusnahan
clock 16 June 2025 • 2 min read
Private credit and secondaries to become leading strategies over the next year

Private credit and secondaries to become leading strategies over the next year

Geopolitical factors a 'significant risk'

Patrick Brusnahan
clock 16 June 2025 • 1 min read
Rising uncertainty and prices pushing investors to advisers

Rising uncertainty and prices pushing investors to advisers

Inflation is the top financial fear

Patrick Brusnahan
clock 10 June 2025 • 1 min read
Trustpilot