LIFE OF A DAY IN THE
PHILIP CHAMBERS CHARTERED FCSI, BREWIN DOLPHIN CHANNEL ISLANDS LIMITED
At 05.45 a.m. I’m rudely awoken by my alarm. After making breakfast for my two young daughters I make my way to the office. Living in town means my commute is just a fifteen-minute walk so I’m at my desk just after 07.00 a.m.
Starting the day early allows the team to catch up on overnight news from the various markets. At Brewin Dolphin we manage globally diversified portfolios for our clients and need to be aware of any developments that will affect our investment decisions, to ensure that our client portfolios remain aligned to our various strategies. Once emails have been reviewed and replied to, we have a group-wide investment call where our research team provides an overview of upcoming events, proposed strategy and investment product specifics.
The end of the morning call also marks the end of the routine for the day as every day varies enormously! The European markets roll into life and prices update on my Bloomberg terminal.
I spend the majority of the morning reviewing my client portfolios. We construct bespoke portfolios structured around our understanding of a client’s investment objective and we have systems in place to make sure the portfolios adhere to the chosen investment mandate.
The team is always ready to receive calls from clients who instruct dealing across their own accounts. We take the order and call our brokers to place the trade.
Typically at lunchtime, I attend seminars presented by fund managers or events organised by the Chartered Institute for Securities and Investment (CISI). As a Chartered Fellow of CISI, I have to complete a certain amount of continuing professional development each year to maintain and develop my knowledge and expertise in the industry.
I will often meet with clients, either at our offices or at a location of their choosing to provide an overview of the portfolio’s performance. During these reviews we will also
Page 106
20/20 A day in the life of...
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56 |
Page 57 |
Page 58 |
Page 59 |
Page 60 |
Page 61 |
Page 62 |
Page 63 |
Page 64 |
Page 65 |
Page 66 |
Page 67 |
Page 68 |
Page 69 |
Page 70 |
Page 71 |
Page 72 |
Page 73 |
Page 74 |
Page 75 |
Page 76 |
Page 77 |
Page 78 |
Page 79 |
Page 80 |
Page 81 |
Page 82 |
Page 83 |
Page 84 |
Page 85 |
Page 86 |
Page 87 |
Page 88 |
Page 89 |
Page 90 |
Page 91 |
Page 92 |
Page 93 |
Page 94 |
Page 95 |
Page 96 |
Page 97 |
Page 98 |
Page 99 |
Page 100 |
Page 101 |
Page 102 |
Page 103 |
Page 104 |
Page 105 |
Page 106 |
Page 107 |
Page 108 |
Page 109 |
Page 110 |
Page 111 |
Page 112 |
Page 113 |
Page 114 |
Page 115 |
Page 116
