As Financial Planners, it is vital that we act as guardians for our clients’ investment portfolios and that we take every opportunity to probe the fund managers on their behalf. The Eastcote Wealth adviser team attended a series of presentations in London recently given by our preferred fund management houses – not their marketing teams or sales managers, but the specific individuals actually running our clients’ investments. To look “into the whites of their eyes” as it were. Our advisers were able to question the fund managers on their processes, recent performance, strategies for the future and their general views on global economies and markets.
As a bonus, the meetings were held on the 43rd floor of the iconic Cheesegrater building in the City – incredible views but a bit of a challenge for some of our acrophobic advisers!