Episode 3 – Walking with: Louis Coke, senior investment manager at Charles Stanley, Guildford

Loading player...

Walking around Newlands Corner in the North Downs, Louis Coke tells Wealth Manager’s Suzie Bliss why he loves the greenery of Guildford and why investment management is a good career option for the younger generation. They discuss some rocky investment holdings and cross paths with quite a few dogs on the way, some better behaved than others!

22 Feb 2018 English United Kingdom Business · Investing

Other recent episodes

Jupiter’s Alex Savvides: ‘It was obvious to everyone there would be outflows’

Nine months into managing the UK Dynamic Equity Fund, Alex Savvides discusses takeover challenges, strategic bids, and where he sees new opportunities.

9 Jul 29 min

IIMI CEO: These are the biggest challenges boutique face

Dani Hristova, CEO of the Independent Investment Management Initiative (IIMI), explains how recent FCA proposals could change the game for boutique firms.

27 May 17 min

Nick Train: The two things my funds need to bounce back

Nick Train discusses buying big into Rightmove, recent ‘pain’ for consumer sector holdings, and how his £1.4bn Finsbury Growth & Income investment trust can return to outperformance.

21 May 19 min

Ex-Aberdeen leader on why wealth firms can't ignore digital assets

As the world of traditional finance and digital assets converge, Duncan Moir, traded a long career at Aberdeen for a role in the digital frontier. In this episode, Moir explains why wealth managers who fail to integrate digital assets into portfolios risk being fundamentally left behind in the race for…

14 May 27 min

Part 2: The FCA answers your questions

When should you challenge clients? What's next for ongoing advice? Nick Hulme answers all your burning questions.

8 May 13 min

All episodes