Lead Investment Director Andy Miller hosted this celebratory webinar, where:
- Quilter's in-house behavioural economist, Mark Pittaccio, explored the behavioural biases impacting your client's financial decisions. Understanding more about how your client's feel will help you manage client expectations and have easier conversations with them, especially when markets are volatile.
- Portfolio managers, Ian Jensen-Humphreys and Sacha Chorley discussed how the Cirilium Blend Portfolios have been designed with these behavioural biases in mind. They also discussed milestones achieved since launch, and talked about future positioning of the Portfolios.
