Career transition for an investor

The client was an experienced investor with a strong career at Europe-based asset managers. Following their departure from their most recent employer the brief was to support the move into the next chapter with specialist transition coaching.

A Goldcrest coach with experience working as a portfolio manager engaged with the client for a 12-month term. The coaching themes were reflecting on the previous employer, evaluating purpose and priorities for what came next, exploring personal investment philosophy and process, evaluation of opportunities and finally role application and interview preparation. A psychometric test was used, along with an emotional intelligence diagnostic and a specialist risk appetite survey to generate self-awareness and inform the conversations.

The presence of a companion at a difficult moment always tends to have value and this was very much the case in this engagement. The client has happily taken a position at a firm that shares their values and appreciates their investment approach, which augurs well for the future.