Having recently celebrated her 25th year in wealth management, Gail de’Claire , investment manager at Charles Stanley in Cardiff, caught up with the on the road team to talk about her time in the industry.
What made you want to become an investment manager?
‘I never set out to be a stockbroker/investment manager 25 years ago. I had always wanted to be a teacher but ironically it was my husband who became the teacher. I was assisting the managing director at the time in our local Cardiff office and he suggested I go to London and embark on the journey to become qualified – I never looked back. Every day is different and the role is hugely diverse.’
What was it about Charles Stanley that compelled you and the rest of the Cardiff team to join them?
‘The Cardiff team have worked together for a number of years and having researched many companies who we might want to engage with, Charles Stanley came out on top for many reasons.
First and foremost was the fact that the company recognise their most important asset is the client. You would be surprised how many companies ignore this or don’t recognise that very simple fact.
‘When we met Magnus Wheatley, managing director at Charles Stanley Direct, some three years ago, he said the most accurate description of Charles Stanley he has heard over the years was the journalist James Moore writing in the Independent that “Charles Stanley represents the decent, likeable end of the city” – I’m delighted to say he has been absolutely right!’
What have you found most rewarding in your career so far?
‘Knowing clients for as long as 25 years and watching them, their families and their assets grow. It’s a nice feeling when you make a client happy.’
How did you celebrate your 25th work anniversary?
‘With my usual cycle ride into work across the gorgeous Cardiff Bay Barrage, a strong coffee and a Welsh cake.’
How different is your job now to when you started?
‘The market is now hugely more news-driven and sensitive to both company-specific and economic news flow. Automation has both expedited and facilitated our daily working lives. Clients are also far more sophisticated and composed – many have seen it all before and understand the challenges, both good and bad.’
What’s next for you and the Cardiff office?
‘To continue gathering assets and enhancing local brand awareness. We have a great team here in Cardiff, a successful national brand and we work hard to provide a superior service to each and every client.’