Nick Spencer. Mentor

FFA/FIA: 1995
Company: Lehman Brothers Asset Management
Role: Consultant Relations Manager

Area(s) of expertise

  • Investment consulting (UK and International)
  • Sales/marketing

Current work

  • Currently working for an investment management organisation developing their relationships with investment consultants

Other comments

  • Entry into role fairly straight forward given background in investment consulting, and involvement within that role in marketing and business development.
  • The transition from investment consultant to consultant relations has been tougher than I initially expected. The differences are not that significant in terms of new skills or capabilities but the challenge arises from a totally different context in which to apply these skills. (I am not an internal investment consultant for LBAM - but I am to use my knowledge of being an investment consultant to help LBAM's external relationships with consultants.)