How do investment trusts attract the next generation of investors?
In this episode of The Growth Engine, host David sits down with Roland Spencer, former AJ Bell commercial leader and newly appointed investment trust board member, to explore one of the industry’s biggest challenges: connecting investment trusts with retail investors.
Drawing on years of experience at the heart of one of the UK’s leading investment platforms, Roland shares unique insights into:
Why investment trust marketing needs to focus on emotion, not just performance
What really drives retail investor behaviour
Lessons from helping build AJ Bell’s highly successful investment trust marketing proposition
Why consistent, long-term brand building beats short-term campaigns
The opportunities and challenges presented by newer investment platforms
How boards can better understand and engage their shareholders
Why the next generation of investment trust investors may not be who you think
From platform data and investor psychology to marketing strategy and boardroom decision-making, this conversation offers valuable insights for investment trust directors, asset managers, marketers and anyone interested in the future of retail investing.
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