Elise Kennedy is an investment analyst at Schroders.
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Elise, we're unpacking:
- How Elise got started in finance
- The lessons learned moving from sell-side to buy-side
- Where Schroders is looking for investment opportunities at the moment
- Elise's investment philosophy
- What Elise has learned over the past 12 months in markets
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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