Investec’s Alice Wright sat down for an open and honest discussion with founder and director of The Women’s Chapter, Michelle de Klerk. During the session they simulated what a first discussion with an investment manager might look and feel like.

Through the masterclass the audience gained insight into some of the practical steps they could take toward owning their financial journey.

Disclaimer

The contents of this presentation do not constitute a formal recommendation or personal advice and no action should be taken, or not taken, on account of the information provided. We are not tax specialists and any tax advice should first be discussed with your accountant/tax specialist. Please note that the value of investments and the income derived from them may fluctuate and investors may not receive back the amount originally invested. Past performance of an investment is no guide to its performance in the future. Current tax levels and reliefs may change and the investments and investment services referred to may not be suitable for all investors. Opinions, interpretations and conclusions represent our judgement as of this date and are subject to change. Reproduction prohibited without permission.

 

Important information

The information in this document is believed to be correct but cannot be guaranteed. Opinions, interpretations and conclusions represent our judgment as of this date and are subject to change. Past performance is not necessarily a guide to future performance. The value of assets such as property and shares, and the income derived from them, may fall as well as rise. When investing your capital is at risk. Copyright Investec Wealth & Investment Limited. Reproduction is prohibited without permission.

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.