ILT013 From Rothschild to James Hambro: A Journey in Investment Management with Nicola Barber (S2 EP05)

Fund Your Retirement Podcast

In this episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard welcome Nicola Barber, an experienced equity investor and portfolio manager with over 35 years in the industry. Nicola shares her unique career journey that began at Rothschild without a university degree and traversed through notable firms such as Barings and James Hambro Partners.

The discussion includes insights into her role in managing charities' investments, her approach to navigating the ever-changing markets, and the impact of technology and regulation on investment strategies. Nicola also reflects on the pivotal moments and achievements in her career and offers advice for aspiring professionals in the finance sector.

Timestamps:

01:44 Meet Nicola Barber

02:39 Nicola's Early Career

03:59 Challenges and Opportunities at Rothschild

06:49 Understanding Livery Companies

09:25 Career Transitions and Insights

17:42 Joining James Hambro & Partners

22:55 Reflecting on Career Challenges

23:48 Insights into the World of Charities

27:14 Managing Multi-Asset Portfolios

29:39 A Day in the Life of an Investment Partner

34:33 Navigating the UK Market

38:43 Proudest Career Achievements

40:02 Advice to the Younger Generation

40:44 Book and Podcast Recommendations

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Hope you enjoy this episode and have a wonderful day.

Links & Resources:

Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers

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Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf

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