About the show
Welcome to the The Savvy Wallet Podcast, where I talk to the brightest minds in personal finance, business, health and more.
Episodes released every Monday at 8am GMT on Spotify, Apple Podcasts, Youtube and wherever you listen to your podcasts.
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Welcome to the The Savvy Wallet Podcast, where I talk to the brightest minds in personal finance, business, health and more. Episodes released every Monday at 8am GMT on Spotify, Apple Podcasts, Youtube and wherever you listen to your podcasts. Subscribe to be reminded whenever a new episode is released!
Follow us on our social media accounts:
Instagram – https://www.instagram.com/savvywallet
TikTok – https://www.tiktok.com/@savvywallet
Youtube – https://www.youtube.com/savvywallet
In this episode, Ato speaks with Jacques Opoku an investment professional with 11 years of experience in asset management, where he worked on institutional portfolios and gained a deep understanding of how money is managed at scale.
We discuss:
– Why not everyone needs to invest in index funds
– The best investment you can make for yourself
– Lessons we can learn from institutional investors
– How to be in the 30% of people building wealth from the stock market
– Investing themes to consider for the future and much more!
🔗 Connect with Jacques :
Jacque’s instagram: https://www.instagram.com/jaxfinancial_uk/
📩 Sign up to my mailing list to be the first to know about upcoming events:
https://eepurl.com/hJEcLL
🤝 Sponsors
XTB
Get your free share of Rolls Royce by signing up to XTB and using code “SAVVY” or go to https://link-pso.xtb.com/pso/vPgQK
Please note the free stock promotion applies to the United Kingdom only. Your capital is at risk. The value of the stock may fluctuate. Limited availability. T&Cs apply.
🤝 Partners
📚Coursera – Learn AI, Cybersecurity, Project Management, Data Science & more with the education platform that I use:
https://imp.i384100.net/savvywallet
Some of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you.
TIMESTAMPS
0:00 – Preview
1:07 – Intro
1:18 – Meet Investment Professional Jacques Opoku
2:52 – Why I left Investment Management
5:59 – What I think my purpose is
8:38 – One belief about money I wish more people understood
12:20 – XTB Ad – Free Rolls Royce Share
13:14 – How people approach building wealth
18:53 – What is institutional investing?
20:28 – Institutional investors vs retail investors
21:34 – Main advantages Institutional investors have
24:11 – Advantages retail investors have over Institutional investors
27:47 – How University of Oxford built it’s wealth
28:34 – What is a GILT?
30:41 – Do institutional investors always get it right?
36:47 – The different styles of institutional investors
40:32 – Should retail investors copy institutional investors
50:13 – More than 70% retail investors don’t make money
53:33 – How to be more patient with the stock market
1:01:51 – How to find out what investing strategy works for you?
1:04:38 – Why does active investing still exist?
1:11:49 – Not everyone needs to be Warren Buffett
1:14:39 – What themes would I include in my portfolio today
1:19:31 – Final words
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