Episode 24: The challenges of managing investments for HNW clients

IMAP Podcast Series - Independent Thought

Chapters
0:44
How Clime and James Street work together
2:17
What the needs & how do you treat high net worth clients?
4:03
Advice & investment working together to mee the clients' needs
7:41
The importance of the investment team supporting the advice team
8:47
Giving comfort to HNW clients
11:38
Why client comfort is important !
14:26
Combing Approved Product List and satellite investments to meet needs
16:49
How important is ESG to HNW clients
20:52
There is added complexity with high net worth clients
23:00
HNW clients need their advisor to work with the other professionals helping the client
IMAP Podcast Series - Independent Thought
Episode 24: The challenges of managing investments for HNW clients
Jul 10, 2023 Episode 24
IMAP

Will Riggall (Clime Investment Management) and Matthew Rencken  (James Street Advisors) discuss: 

  • The challenges of running investment management within a diversified financial services business
  • Typical HNW clients and their needs
  • How do investment objectives and needs of HNW differ from other clients?
  • HNW objectives: ESG, income, use of alternatives
  • Managing the compromise between efficiency and high service requirements
  • The interaction between the investment team and advisers

Moderated by David McDonald (IMAP)