How to build and grow an investment career in the wealth management sector

Wednesday 30 June 2021 | 17:00 - 18:00 | Webinar

This session is brought to you by CFA UK's Career Management working group

In this session, Chief Executive of the Charles Stanley Group Paul Abberley, will contrast the structure and opportunities in the institutional investing and wealth management sectors in the UK, highlighting how they differ and what they have in common.

Paul will identify the roles that are most in demand in wealth management as well as the kinds of individuals who are most likely to thrive in the sector. He will discuss through the lens of his unique perspective how the wealth management industry is configured and its prospects for the future. He will also cover the greatest challenges and potential opportunities for individuals thinking of making a career in the sector.

The session will be interactive and there will be a rolling Q&A through the discussion to allow audience members to explore these topics further with Paul.

Where recordings are made, these are a member benefit that are accessed through the member-only platform, CFA UK Discover.


Registration: 16:55

Event: 17:00 - 18:00 


Paul Abberley, Chief Executive, Charles Stanley Group

Paul Abberley is the Chief Executive of the Charles Stanley Group, one of the oldest wealth managers listed on the LSE with over £24 billion in assets under management. Prior to joining Charles Stanley as Chief Investment Officer, Paul was CEO and Head of Investments at Aviva Investors. He has also served as Chairman and CEO at Fischer Francis Trees & Watts UK Limited, and Head of Fixed Income at ABN Amro Asset Management.

Paul brings a unique perspective across both institutional asset management and private wealth management and has built an exceptional reputation with the market for both the breadth and depth of his strategic insights into the financial services industry in the UK. One of the brightest and most likeable investment leaders in the sector, he has proven particularly successful at assembling and building teams that deliver on their promise of genuinely uncorrelated investment performance, asset growth and customer value.

Paul is a graduate of Keble College, Oxford and holds an MA in philosophy, politics and economics.

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