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Insights into Fund and Wealth Management

Event information
Date 11 November 2020
Time 18:00-19:00 BST
Venue ICMA Centre, Whiteknights
Event types:
Industry Insights

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:

  1. The different roles in fund management and wealth management
  2. Getting into fund management and what a typical day looks like
  3. The evolution of ESG investing
  4. What key skills should a graduate / under-graduate demonstrate during the assessment process.

See Caroline Shaw's profile

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

Contact us

Lisa Chow

Qualified and experienced career coach with a background in consulting, banking and healthcare. Lisa works with ICMA Centre students to empower them in their career journey.

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