Investment chiefs advocate regular adviser calls to navigate inflation

Chief investment officers weigh in on inflation concerns

Sahar Nazir
clock • 1 min read

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. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Economics / Markets

UK election high on clients' radars as impact on finances is flagged

UK election high on clients' radars as impact on finances is flagged

Majority of advisers have been asked by clients about the financial impact

Isabel Baxter
clock 13 June 2024 • 1 min read
Inflation and financial planning — focusing on the bigger picture

Inflation and financial planning — focusing on the bigger picture

Well-informed advisers can better guide their clients through turbulent times

Adam Leci
clock 07 June 2024 • 5 min read
More than half of IFAs feel negative about a potential Labour govt

More than half of IFAs feel negative about a potential Labour govt

Advisers favour Conservatives when it comes to their clients and business

Isabel Baxter
clock 09 May 2024 • 2 min read