Webinar: Investment strategies to grow your money

	Originally broadcast: Tuesday 15th October
	Duration: 30 minutes
	Location: Online

Finding the right balance between saving and investing can help make your money work harder. But the thought of managing investments may seem too time consuming or daunting. Rest assured, you’re not alone if you feel you could use some guidance – a recent RBC study found that 85% of UK respondents felt they needed support when investing¹.

In this webinar our investment expert covered essential topics including:

• Investing vs cash
• Diversifying your portfolio
• Managing risk
• Making tax-efficient investments
• Our research and investment selection process
• The current economic outlook and investment implications.

Hosts: Zoe Gillespie and Janet Mui

Zoe Gillespie

Zoe Gillespie is a Divisional Director who began her career in financial services over 20 years ago. She works directly with private individuals and puts good client relationships at the heart of everything she does. She is a Fellow of the Chartered Institute for Securities and Investment.

Janet Mui

Janet Mui, Chartered Financial Analyst, is Head of Market Analysis. She specialises in providing RBC Brewin Dolphin’s market news and investment strategies to a broad range of clients and often appears on BBC News, Sky News, CNBC, and Bloomberg. She has 13 years of experience in macro research and holds an MBA in Finance from Cambridge university and a First-class BSc in Economics from London School of Economics.

This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Information is provided only as an example and is not a recommendation to pursue a particular strategy.

1. Source: Kantar – RBC Wealth Management UK brand tracking survey, October 2023. Sample: 600 UK-based high net worth individuals – results for age 25 to 54. ↩︎

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