Author Archives: Delme Thompson
Building a Valued Service Culture in Investment Management
Dan Ariely set out to remind the 300 investment professionals at this year’s European Investment Conference of two simple facts: Read More
Checking Assumptions and Challenging Mindsets: A Crucial Investment Strategy
If we truly aim to serve clients and our societies to the full, prudence guides us to check the assumptions and challenge the mindsets we instinctively rely on. Read More
Investment Professionals: How Socially Useful Are You?
To restore trust, private wealth managers must step out of the shadows, demonstrate value, and prove their relevance not only to clients but also to society at large, says Newton Investment Management CEO Helena Morrissey. Read More
Posted in Archives, Leadership, Management & Communication Skills, Standards, Ethics & Regulations (SER)
Tagged Ethics, Future of Finance, Private Wealth Management
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