Spotlight Session: Notes from a crisis

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Recorded05 Jun 2020

Publisheranchor.fm ↗

Handlerec:11399902

Show notes

What have we learnt about changing client needs and how should we adapt to add value for the long-term? John Porteous, Charles Stanley’s Group Head of Distribution, and Heather Hopkins, founder and Managing Director of Next Wealth, share their immediate learnings from this crisis, drawing on the experience of Charles Stanley’s own investment managers and NextWealth’s access to insights and trends.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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