Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Gatekeeper: how to pitch to Mike Sargeant of Reeves

Gatekeeper: how to pitch to Mike Sargeant of Reeves

Mike Sargeant is a senior manager at Reeves Financial Planning. He is a member of the company’s Investment committee and is responsible for the due diligence process for investment solutions and products.

Reeves Financial Planning, Chartered Financial Planners, is a part of Reeves & Co LLP, one of the major accountancy and financial services firms practising in the South East. The company is able to provide the financial planning together with the advantages that come with being part of Reeves, the national accountants known for their award-winning tax expertise. Reeves combine these complementary skills to provide a comprehensive financial planning service.

How to pitch

Be clear about what you are presenting and have a thorough understanding of the subject. Be straightforward and honest in your approach and have the confidence to deal with questions in an open and honest manner. 

How not to pitch

A poorly prepared presentation will immediately lose interest. It is surprising how many managers appear to be poorly trained in the art of making presentations or do not seem to have rehearsed how to get their message across.

Likes

Dealing with people who are prepared to spend the time required to find out about our business and the needs of our clients. Managers who are able to apply that information and demonstrate how they can help us achieve our objectives.

Dislikes

The seemingly endless amounts of marketing material sent by post or email promoting the latest idea from the marketing team. The amount of frivolous corporate gifts or promotional gimmicks sent to firms at the expense of investors.

Final word

It is a sad indictment of our industry that those coming into our profession have to be ‘taught’ ethics and integrity. Perhaps recent events might persuade policymakers to consider how we can move back towards a society where we make decisions as much for the common good as for our own interest.  

What do you look for in a wealth manager?

On a scale of one to five where five is the greatest

Relationship - 4

Past performance - 2

Reporting - 5

Size of firm – 3

Strength of process – 5

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Taxicab Tenner: AXA IM's Nicolas Trindade

Taxicab Tenner: AXA IM's Nicolas Trindade

After a summer break, it is the turn of AXA Investment Manager's Nicolas Trindade to give a £10 view of how fixed income is faring.

Play Wealth Manager Olympics: the Relay

Wealth Manager Olympics: the Relay

In the final round of the Wealth Manager Olympics, our intrepid athletes team up for the relay.

Play Wealth Manager Olympics: the Shot Put

Wealth Manager Olympics: the Shot Put

After busting a gut in the 100m sprint, our wealth manager Olympians displayed their brute strength in the shot-put.

Read More
Your Business: Cover Star Club

Profile: gearing up for the shift from consolidation to start-ups

Profile: gearing up for the shift from consolidation to start-ups

‘I think the industry is evolving rapidly, but not necessarily as a whole,’ says the head of recently launched Charles Nicholson AM

Wealth Manager on Twitter