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In Conversation With... William Marshall: Retirement Realities & Investment Insights
Manage episode 444325978 series 2645166
In this episode of In Conversation With..., Kimberley Dondo talks with William Marshall, CIO and Head of Wealth Investment at Hymans Robertson Investment Services. They dive into key topics like sequencing risk, debunking longevity myths, and how Hymans Robertson's holistic approach supports clients in retirement. William also addresses how the Consumer Duty has shaped the focus on value for money, the balance between passive and active investing, and the role of factor investing in portfolio design. Tune in for essential insights on navigating the current market and regulatory landscape.
160 jaksoa
Manage episode 444325978 series 2645166
In this episode of In Conversation With..., Kimberley Dondo talks with William Marshall, CIO and Head of Wealth Investment at Hymans Robertson Investment Services. They dive into key topics like sequencing risk, debunking longevity myths, and how Hymans Robertson's holistic approach supports clients in retirement. William also addresses how the Consumer Duty has shaped the focus on value for money, the balance between passive and active investing, and the role of factor investing in portfolio design. Tune in for essential insights on navigating the current market and regulatory landscape.
160 jaksoa
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