Insights into Fund and Wealth Management

Caroline has been working in investment management at Courtiers for over 20 years.

Courtiers, a wealth management firm, offers a range of internships to undergraduate students each summer, and also graduate roles when available.

Caroline heads up the Investment Team and is fund manager of multi-asset funds, direct equity and bond funds. She graduated with a Masters in Civil Engineering and moved into the finance industry as a second career. She is a keen advocate of women in investment and is an active member of “Girls Are INvestors (GAIN)” which aims to inspire young women to get into careers in investing. Caroline is a CFA charterholder and also holds the CFA UK Certificate in ESG Investing.

She will talk about:

1. The different roles in fund management and wealth management
2. Getting into fund management and what a typical day looks like
3. The evolution of ESG investing
4. What key skills should a graduate / under-graduate demonstrate during the assessment process.

See Caroline Shaw's profile

This term's Industry Insights will be delivered online via Microsoft Teams.

If you're a student, book your place on My Jobs Online.

If you're an academic or alumni and would like to attend, please contact Lisa Chow l.l.chow@henley.ac.uk