How To Craft Your Career Investment Management

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Becoming an investment manager can be a challenging and daunting journey. But for those that have the ambition, the drive, and enthusiasm, a career in investment management can be an incredible experience and fulfilling in so many ways.

Join us as we share actionable advice and guidance on how to craft a successful career in investment management and hear from both senior leaders and trainees on their success and challenges, and details on how to break into the industry with Tilney Smith & Williamson by securing your place on our 2022 Trainee Investment Manager programme.

3 Key takeaways: 

  • Get inspired by career lessons from senior leaders and trainees who will share their journey in investment management
  • Gain insight into the different career pathways for investment managers 
  • Application hints and tips for the Trainee Investment Manager programme, and an overview of the application process

About Tilney Smith & Williamson

We’re the UK’s leading integrated wealth management and professional services group, currently operating through three principal brands: Tilney, Smith & Williamson, and online investment service Bestinvest, which collectively look after c£55 billion of assets for our clients. We have a network of offices in 24 locations across the UK, as well as the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial services and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

It’s our people who make us what we are – we provide an award-winning service for our clients by employing outstanding people. You’ll be part of a dynamic and fast-growing organisation where everyone’s contribution is valued.

Meet the Speakers

Manjot Gobindpuri, Head of Financial Services Sales Strategy

Manjot is Head of FS sales strategy and analytics at Tilney Smith & Williamson where he support the FS management team in the delivery of its financial objectives. He works with senior management to provide strategic direction to manage growth, drive commercial initiatives and execute the strategic vision for the financial services department. He previously worked within the business development team at Smith & Williamson, where he worked across the private client and charities divisions assisting in new client acquisition and client retention. He joined the Smith & Williamson in 2015 from Euromoney Institutional Investor where he developed their client insights team and graduated from the School of Oriental and African Studies (SOAS) with a degree in Law.

Farhan Mannan, Trainee Investment Manager 

Farhan is a Trainee Investment Manager at Tilney Smith & Williamson, currently pursuing the Chartered Wealth Management qualification after he attained his CISI IAD qualification in January of this year.

Farhan holds a Bachelor of Science-BSc degree in Investment and Financial Risk Management, with an Industrial Placement Year from Cass Business School.

Prior to joining the Trainee Investment Management programme at Tilney Smith & Williamson in September 2021, Farhan worked as the Team Treasurer for the American Football team at university, and as an Investment and Hedge Fund Research Analyst for AXA Investment Managers during his placement year.

Rebecca Davidson, Director, Investment Management

Rebecca is an Investment Director of discretionary portfolios for private clients, trusts, corporates, charities, and pension funds. Rebecca is also a fund manager of the Tilney Insurance Dedicated Fund (IDF) and sits on the Direct Investments Group and Stewardship and Responsible Investment Group.

Rebecca specialises in multi asset portfolio management, for both UK and international mandates – including US connected persons. She was named 2020 Woman of the Year Investment, at the WIFA awards, and named on both the 2021 PAM 40 under 40 and Citywire Wealth Manager Top 100 for 2021.

Rebecca is a CFA Charter holder. She is also a Chartered Member of the Chartered Institute of Securities and Investment (CISI) and holds the CISI IAD qualification in securities and derivatives.

Elma Castilo, Early Careers Recruitment Manager

Elma is our hands-on early talent recruitment and development manager overseeing all attraction, engagement, and selection processes over the past 2 years. Elma leads the recruitment of school leavers completing or university students looking for a graduate, summer internship or industrial placement.

Simran Gill, Trainee Investment Manager

Simran is Trainee Investment Manager at Tilney Smith & Williamson, having previously been an Events officer while completing a Bachelor of Science – BS degree in Physics at the University of Bristol.

Simran currently volunteers as a Maths mentor for King Edward VI School, Stratford Upon Avon, and a Trustee for AlanMaths,  a charity aiming to advance the education of children and young people in the Warwick District Council area by providing Mathematics and Physics private tutoring.

Get more out of your future

A career with us can offer you much more responsibility than you might expect. From day one, you’ll be liaising with our clients working on real projects. We believe that work is about being part of a community of people who make every day exciting. So, if you’re looking to get more out of your future, we think Tilney Smith & Williamson will be the right place for you.

A breadth of opportunities

We fully sponsor all essential training programmes and support you throughout achieving your qualifications. Accountant, Tax Adviser or Investment Manager, we provide a mixture of formal and informal training that’s specific and relative to our business. There are many different opportunities to network as a cohort across all of our offices, and through being members of the relevant professional body. We work with you to ensure that you will achieve your goals.​​​ If you are studying the ACA, or joint ATT/CTA route, you will also achieve the Level 7 apprenticeship qualification.

Equal Opportunities

Tilney Smith & Williamson recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. At Tilney Smith & Williamson we are committed to equal opportunities in all aspects of our work.

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BYP Network

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Join us virtually for an unmissable evening to hear from our partners and your potential employers, discussing insights into their company and career paths. We’re covering Creative, Finance, Technology and much more. Be the first to hear about new roles and build relationships with recruiters.

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This is THE chance to step away from the day-to-day and immerse yourself in the latest expertise to reimagine the world around us. You’ll leave with jam-packed insight and personal tactics to elevate your career while uplifting those around you.

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