In Conversation With… William Marshall: Retirement realities & investment insights

1 month ago


In this episode of ‘In Conversation With…’, Kimberley Dondo talks with William Marshall, CIO and head of wealth investment at Hymans Robertson Investment Services.

They explore key topics such as sequencing risk, longevity myths and how Hymans Robertson’s holistic approach supports clients in retirement. William also addresses how the Consumer Duty has shaped the focus on value for money, the balance between passive and active investing, and the role of factor investing in portfolio design.



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