6 November 2024
Citywire Wealth Manager has unveiled its Top 100 investment managers for 2024. We're honoured to announce that two of our very own, Rachel Blythe and Shane Bennett, have been recognised! This achievement is a testament to their exceptional talent and dedication to delivering outstanding results for their customers.
The Citywire Top 100 is highly respected within the wealth management industry as it identifies and celebrates the best investment professionals across the sector who have ‘an eye’ for identifying top-quality funds and creating high calibre investment strategies.
Rachel Blythe, Head of Model Portfolios
With a decade-long track record of investing customer money starting from Redmayne Bentley, Rachel has consistently built strong investment portfolios. Her specialty centres around strategic asset allocation models that balance risk and reward.
Rachel is an advocate for UK small-cap investments as these stocks offer attractive valuations and potential for growth. Rachel is optimistic about their growth potential in light of the challenges they've faced post-Brexit.
Shane Bennett, Head of Investment Strategy
Shane is a seasoned investment professional who also boasts a decade-long career in financial management. He's passionate about mentoring, having helped students at Plymouth University and through our school programme “Walker Crips in Schools” which educates students about investing. Shane is intrigued by the potential Artificial Intelligence has in wealth management, having recently discovered that ChatGPT has an IQ of 155 (only 5 points below Albert Einstein!).
A Shared Passion for Client Success
For both Rachel and Shane, exceeding customer expectations is central to their decision-making processes. Both cultivate long term relationships with their customers, taking the time to understand their financial aspirations, risk tolerance and investment ethos. Their inclusion in the Citywire Top 100 is a reflection of this.
We encourage you to read the full Citywire article.
Congratulations again to Rachel and Shane!
Important Note
No news or research content is a recommendation to deal. It is important to remember that the value of investments and the income from them can go down as well as up, so you could get back less than you invest. If you have any doubts about the suitability of any investment for your circumstances, you should contact your financial advisor.
The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable indicator of future results.
The value of investments can fall as well as rise. Investors may get back less than invested.
