Insights into Fund and Wealth Management
Curious about the different roles in fund management and wealth management? Find out how to get into fund management and what a typical day looks like with Caroline Shaw, Head of Fund and Asset Management at Courtiers.
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| Date | 11 November 2020 |
| Time | 18:00-19:00 (Timezone: Europe/London) |
| Venue | ICMA Centre, Whiteknights |
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Caroline has been working in investment management at Courtiers for over 20 years.
Courtiers, a wealth management firm, offers a range of internships to undergraduate students each summer, and also graduate roles when available.
Caroline heads up the Investment Team and is fund manager of multi-asset funds, direct equity and bond funds. She graduated with a Masters in Civil Engineering and moved into the finance industry as a second career. She is a keen advocate of women in investment and is an active member of “Girls Are INvestors (GAIN)” which aims to inspire young women to get into careers in investing. Caroline is a CFA charterholder and also holds the CFA UK Certificate in ESG Investing.
She will talk about:
- The different roles in fund management and wealth management
- Getting into fund management and what a typical day looks like
- The evolution of ESG investing
- What key skills should a graduate / under-graduate demonstrate during the assessment process.
This term's Industry Insights will be delivered online via Microsoft Teams.
If you're a student, book your place on My Jobs Online.
If you're an academic or alumni and would like to attend, please contact Lisa Chow l.l.chow@henley.ac.uk