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The Next Generation of wealth management

31st October 2016

Isabel Howdle, investment manager, Gale & Phillipson, London

Why did you want to get into investment management as a profession?

Investment management requires a blend of skills, which I have enjoyed developing.

Being able to do research and analysis of potential investments, keep the service running smoothly, maintain my knowledge of the economic environment and work within a team to communicate well with clients is both challenging and enjoyable.

What do you think wealth management firms could offer to younger clients that they don’t already?

Some younger clients have small savings, which may leave them unsuitable for traditional investment services. Firms could build relationships by offering short, low-fee adviser meetings which offer simple advice – held over the phone or online to keep costs down, and available to book outside of working hours.

How do you expect your role to develop over the coming years?

I expect my role will need to continue to adapt to what might be a new financial playing field. Having technical knowledge to aid streamlining and cutting costs will go hand in hand with staying on top of shifting compliance requirements

How do you expect the industry to develop over the coming years?

As the UK’s global position shifts post-Brexit, I believe financial professionals need to learn to think more globally, and appeal to a wider range of clients. If the industry can also capitalise on strong professional standards already in place we may even see the British model adopted in other countries.

 

Source: http://citywire.co.uk/wealth-manager/news/the-next-generation-of-wealth-management/a963514?ref=wealth-manager-community-list#i=2

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Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd and Gale and Phillipson (SE London) Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080, 195522).  Gale and Phillipson (Herts) Ltd is an appointed representative of Gale and Phillipson Advisory Services Ltd.  Gale and Phillipson (Surrey) Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd. (Reference Numbers 615821, 703337).All companies trade under the name Gale and Phillipson and are registered in England and Wales numbers 05409822, 02232959, 03751076, 04077157, 08864945 and 04823391.  Registered office for all companies is Gallowfields House, Fairfield Way, Richmond, DL10 4TB. Gyr Financial Consulting Limited is an appointed representative of Gale and Phillipson Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority. (Reference numbers 811525 and 142752 respectively) Gale & Phillipson Advisory Services Ltd trades as Gale and Phillipson. Registered in England and Wales number 11334836. Registered Office: Level 1 Brockbourne House, 77 Mount Ephraim, Tunbridge Wells TN4 8BS.

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