Marketing and the Investment Team

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Asset Management

Richard Nolan

Operations Director

The Financial Services Forum


Some investment team members communicate brilliantly with clients and potential clients – many do not. Done well, communications through the investment team can be the most effective way to build credibility. Done badly, it can destroy relationships and trust before they start. How can we support our investment team to communicate effectively with clients? How can we help less experienced portfolio managers avoid pitfalls when put under pressure by clients? What can we do to ensure that our greatest asset does not become our greatest liability when exposed to clients?



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