Decumulation challenge with sustainable investing
Castlefield’s Michael Owens argues a diversification of assets should be a key focus for individuals entering into decumulation
Today’s millennials are tomorrow’s clients, says Craig Featherby, chief executive of South African advisory firm Carrick Wealth. Their different attitudes to things like money mean millennials use language differently to talk about it. In order to advise them, we need to understand how they communicate, he adds.
MORE ARTICLES ON
Castlefield’s Michael Owens argues a diversification of assets should be a key focus for individuals entering into decumulation
Warren Vickers joins the firm
Toni Meadows has previously held CIO roles at Omnis Investments and The Private Office
Replacing former CIO Steve Ellis, who departed in March after 13 years at the firm to take a career break
There is a plethora of uncertainties facing fixed income markets writes JPMAM’s Myles Bradshaw
Wealth manager makes CEO appointment