IW Leaders Summit panel: Nurturing new talent, demonstrating value and meeting client needs

Developing the team

Katrina Lloyd
clock • 8 min read

Speaking at Investment Week's Leaders Summit, our panel of fund selector and wealth management team leaders discussed the opportunities and challenges they face as they navigate a rapidly-changing industry.

Building on the leadership theme running through the conference, our speakers highlighted some of their current priorities leading a team, including trying to balance people management with business objectives.  Phoebe Stone, who was appointed chief sustainability officer at LGT Wealth Management in October after a decade with the firm, explained that rather than building a bigger sustainability team, LGT WM's approach has been to embed sustainability expertise in each part of the business. "It is a challenge because I am leading through influence, rather than direct line management, ...

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