Speakers
1-hr Webinar
The talk will explore a range of issues which impact on investment recommendations. Drawing on deep expertise in investment markets and of advice processes, the session will offer practical advice on how to improve long-term outcomes
Paul McCarville is a Chartered Accountant and QFA with almost 40 years’ senior experience in asset management. He has held senior leadership roles with Ulster Bank Investment Managers, New Ireland Investment Managers, and as a founding principal and Director of Setanta Asset Management, where he led client services and marketing and played a key role in product development and international growth.
In 1987, he co-founded Clarus Investment Solutions, where he provides investment consulting services with particular expertise in investment processes and investor risk profiling. He has published widely, spoken at major industry conferences, and is also a Director of Verus Advisory Limited, specialising in fiduciary management oversight.