PortfolioMetrix Investment Analyst Chloe Tang was recently featured by Citywire as their Next Gen star of the week!
In the interview, Chloe covers a broad range of topics including who her investment hero is, what she likes most about working for PortfolioMetrix, her best and worst personal investments, the biggest social issue facing the wealth management industry and the superpower she’d most like to have.
Click here to read the full article.
We fully agree that Chloe is a star, she’s a key part of our global investment team and we’re lucky to have her.
Chloe Tang and Nic Spicer photographed collecting the Most Useful Digital Interface award at the 2023 Citywire Adviser Choice Awards
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PortfolioMetrix is a global investment manager operating in the United Kingdom, South Africa, and Ireland. We support independent advisers to scale sustainably without compromising the quality of advice they provide to their clients.
Our risk-based investment process ensures carefully calibrated portfolios that deliver predictable outcomes specific to each investor. See how we partner with advisers.
Our technology, WealthExplorer™ allows the adviser to extract the synergies between financial advice and investment management, providing deeper client insights and more robust recommendations.
For more information, send us an email at engagement@portfoliometrix.co.uk