05/10/2022
Such an insightful day with for the The Times & Sunday Times Wealth Management Summit.
So many incredible takeaways, but a few that really stick:
"There’s no ‘one size fits all’ within investing and in this, it’s very important to think about yourself. There’s a lot you can do without being super engaged with your investment. Diversifying stocks and balancing the risk and reward is very important" - Emilie Bellet, Founder of
"It’s thinking about the unthinkable. That, god forbid anything happens, you will be prepared and to look back and have no regrets. The more open you can be with the conversations you have with your family, the more you can avoid disappointment and regret" - Suzanne Todd, Family Partner & Joint Head of Dispute Resolution (Europe), .
"No matter what age you are, you should be thinking about what should sustain you in life. One of the reasons why I set up Netwealth
is so that people can engage with their finances, as tough as it is,and for there to be a way to make people understand the choices they are making" - Charlotte Ransom, CEO of .
And what a brilliant host in Selina Flavius, Founder of