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Wealth management: The next generation

Wealth management: The next generation

Ted Monroe grills three rising stars about their career development plans, industry trends and hobbies. In the hot seat this week are Rory Campbell-Lamerton, an investment analyst at Church House Investments, Richard Mitchell, investment manager at Arbuthnot Latham & Co, London and Matthew Hunter, associate director, Private Capital & Family Offices at Lloyds Banking Group.

Why did you want to get into investment management as a profession?

RC-L: I spent two summers during university interning with Church House and Investec, assisting investment directors, covering the analysis of stocks to annual reviews of private clients and business development events with intermediaries.

I was working with great teams. I thoroughly enjoyed myself, working closely with families and their long-term financial aims, coupled with the excitement and diversity of the markets.

RM: When I left university I knew I wanted to get into financial services, but I didn’t know which particular area would be best for me. Having graduated in summer 2009, with jobs in the sector (unsurprisingly) pretty thin on the ground, when a friend told me about an opportunity at an investment management firm, I jumped at the chance.

Thankfully I managed to get the job and it turned out to be the perfect fit. The chance to provide investment analysis balanced with the opportunity to interact with clients is something I particularly enjoy.

MH: I had always had a passion for working with clients and developing relationships and at university I developed a keen interest in markets and investing. Coupling the two together seemed like a perfect career choice.

How do you expect your role to develop over the coming years?

MH: I recently moved from the ultra-high net worth team to the family office team, which meant a significant change in my remit.

There are different challenges and opportunities in this space and I expect to continue to build out our proposition to better match the needs of our clients in this sector.

RC-L: I am currently an assistant fund manager, assisting our CIO, James Mahon, on the day-to-day running of our six in-house funds, in particular the equity side.

Over the coming years I hope to become a fund manager, contributing more to the management of Church House funds under the guidance of James Mahon and Jeremy Wharton. This involves taking the fund out on the road and meeting current and prospective investors.

RM: Increased regulation and the extra work that goes hand in hand with that looks to be the most obvious trend in the coming years.

A greater focus on the assessment of suitability for client portfolios will undoubtedly be an ever growing part of the job.

Also, participating in the investment committee at Arbuthnot, I feel that finding ways to generate strong performance for clients will be increasingly challenging as we look to be entering a period of lower returns across most asset classes.

If you hadn’t got into investment management, what would you be doing?

MH: I worked at a wine merchant for a year while at university and always revelled in the prospect of being a wine buyer. I’m not sure how my liver would have fared, so perhaps I made the right decision!

RC-L: As a long suffering Scottish rugby fan, I would probably want to find myself in the back line alongside Finn Russell and Stuart Hogg for the Scottish rugby team – although I didn’t quite inherit my grandfather’s (who captained the Lions) 6’4” and 18 stone stature.

What hobbies do you have outside of work?

RM: Outside of work I’m a big sports fan, so I try to take any opportunity I can to watch or play – rugby, cricket or football would be my preferences.

MH: Although not a hobby per se, property has always been my biggest interest outside of work. Other than that I enjoy travelling and wine tasting (sometimes simultaneously!) and sport.

If you would like to feature in 'Wealth Management: The next generation', email me on tmonroe@citywire.co.uk

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