Chief investment officers (CIO) are calling for more regular calls and meetings with financial planners to align expectations and strategies amid challenges posed by inflation.
Speaking yesterday (5 March) at the Dynamic Planner Scaling Success conference, Evelyn Partners CIO Daniel Casali said investment managers should hold regular meetings with planners in an effort to adopt a more customised approach to investment management. Dynamic Planner CIO Abhi Chatterjee said creating investment portfolios tailored to clients' individual journeys was crucial during market volatility. He also emphasised the correlation between equities and the need for investments that generate wealth over time. "We need to create a portfolio which is about the investment journey. ...
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