Back to basics: Economic fundamentals and the basics of investing

Beginner
Investing
Accredited
Video
Date:

Wednesday 27th October 2021

Location:

Online

Duration

59 MINS

A refresher on the basics of investing.

Learning objectives

In this session, we covered…

  • Saving vs investing
  • Jargon busting
  • Inflation and why it’s important
  • Why invest?
  • Different asset classes
  • Risk vs reward

Speakers

1
Oliver Craven
Rathbones

Oliver joined Rathbones in 2019 as a Client Director. His main priority is to help families, entrepreneurs, senior corporate executives and professionals manage all aspects of their wealth. Prior to joining Rathbones, Oliver was a Private Wealth Advisor at Goldman Sachs where his responsibilities was both to bring in new business and to manage the investments of UHNW clients.

1
Colin Monton
Rathbones

Colin is a Chartered Financial Planner, Chartered Wealth Manager and Fellow of the Chartered Insurance Institute and Chartered Investment & Securities Institute. He joined Rathbones just over 5 years. Prior to that, Colin worked as a Wealth Manager at Coutts Bank.

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