My day starts with...
Getting my two boys ready for nursery, they are aged five and one so the mornings can be a bit of a whirlwind. Once they’ve been dropped off, it’s onto the train where I pore over the financial times and other news websites before arriving at the office. Once I’m at work, I’ll dial into our head office research call or discuss the latest market events with other investment managers in the Edinburgh branch, followed by a catch-up with my team members to discuss the priorities for the day ahead.
My favourite thing about Charles Stanley is…
Our clients. We have such a diverse mix each with their own story, and getting to know them, and help them, is what makes the job worthwhile.
The biggest misconception about Charles Stanley is…
That we are ‘old-fashioned’. Whilst the business has a history dating back to 1792, I am really impressed with how Charles Stanley has embraced change and innovated over the years. This is testament to some of the incredible people we have working for us.
If you are interested in our history you can find out more about our history.
The most important quality in an investment manager is…
Communication. Being able to explain things clearly in straightforward terms to clients is essential, as is being able to listen to discern exactly what clients need and how we can best help.
The most important lesson I’ve learned so far in my career is…
That investing should be as exciting as watching the grass grow. Stock markets and investing are often characterised in the media as being frenetic and speculative. However, in my experience, investing is about taking a long-term view, being patient, and letting things play out over time, whilst having the composure to ignore the short-term noise that can result from a market panic. Time in the market is more important than market timing, as the saying goes.
Time in the market is more important than market timing, as the saying goes.
The greatest challenge of my job is…
Every person has unique needs and requirements, and making sure our services are as individual as our clients is a challenge, but also a tremendous opportunity as we aim to be a trusted partner in helping our clients navigate the financial world.
The key to success is…
Building and nurturing strong relationships with clients is crucial – fostering positive meaningful connections develops trust, which really is the bedrock for our industry. Equally important are relationships with colleagues, no one individual can provide the exemplary level of service we aim for, and working together as a team to undertake complex tasks is really rewarding.
I couldn’t survive on a day-to-day basis at work without…
My daily constitutional walk up Calton Hill, from which you get a fantastic view of the magnificent city of Edinburgh. It’s a (very steep) five-minute jaunt from the office but really helps refresh my mind during a busy day.
At the weekend you’re most likely to find me…
Spending time with my family, exploring the local countryside. In my younger days, I was an avid rugby and football player but have hung up my boots in favour of a set of golf clubs, we are blessed with some wonderful courses around Edinburgh.
Nothing on this website should be construed as personal advice based on your circumstances. No news or research item is a personal recommendation to deal.
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