Episode 24: The challenges of managing investments for HNW clients

from IMAP Podcast Series - Independent Thought · host IMAP

Will Riggall (Clime Investment Management) and Matthew Rencken (James Street Advisors) discuss: The challenges of running investment management within a diversified financial services businessTypical HNW clients and their needsHow do investment objectives and needs of HNW differ from other clients?HNW objectives: ESG, income, use of alternativesManaging the compromise between efficiency and high service requirementsThe interaction between the investment team and advisersModerated by David McDonald (IMAP)

Episode metadata supplied by the publisher feed · Published Jul 9, 2023

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Episode 24: The challenges of managing investments for HNW clients

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This episode is 25 minutes long.

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This episode was published on July 9, 2023.

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