What does it take to truly succeed in investing? While financial knowledge is important, it is not the only ingredient. The most successful investors share a set of core traits that help them stay focused, resilient, and strategic – especially when markets are unpredictable.
Success in investing is not about luck. It is about developing essential traits that keep you grounded during market ups and downs, ensuring that you are equipped for long-term growth. In this article, Simon Coll, Head of Distribution, highlights the top five qualities that can elevate your investment game.
Whether you are just starting out or looking to refine your strategy, understanding and developing these qualities can help you make smarter decisions, avoid common pitfalls, and build lasting wealth.
Simon Coll
1. Discipline
Stick to your plan, ignore the noise
Disciplined investors create then stick to their strategies, resisting the urge to chase short-term gains or panic during downturns. They make decisions based on rational analysis, not emotions.
2. Patience
Let time work in your favour
Patience is crucial for long-term success. By staying invested through volatility, patient investors allow their portfolios the time they need to grow. Stock markets globally have consistently rewarded those who exercise patience.
3. Adaptability
Embrace change, seize opportunities
The market is ever-changing. Successful investors adapt to new opportunities and risks, positioning themselves to thrive amidst uncertainty, in partnership with their wealth manager.
4. Informed decision-making
Leverage knowledge to stay ahead
Knowledge is power. Successful investors continuously learn and make data-driven decisions, often consulting experts to anticipate market movements.
5. Risk management
Balance risk and reward for security
Managing risk is key. Successful investors balance potential rewards with risks, diversify their portfolios, and prepare for various market scenarios.
How we could help
We recognise that cultivating the traits of a successful investor can be challenging, especially if you lack the time or expertise to manage your investments yourself. That is where we come in.
Our personalised investment management service is designed to embody these key traits on your behalf. We create a disciplined strategy tailored to your unique circumstances, maintain a patient approach to long-term growth, and adapt to changing market conditions to seize new opportunities. We leverage our deep knowledge and expertise to make informed decisions that align with your goals while balancing risk and reward to safeguard your wealth.
By partnering with Arbuthnot Latham, you can focus on what truly matters to you, knowing that your investments are being expertly managed to achieve your long-term financial objectives. We consider your career and business aspirations, lifestyle changes, and the legacy you wish to leave behind, crafting a solution designed to deliver performance while aligning with your risk preferences.
Simon joined Arbuthnot Latham in 2019 with responsibilities across talent acquisition, development, distribution, and growth for the wealth management business. As Head of Distribution, he leads the client acquisition, retention and development strategy, as well as people development, and succession planning.
Prior to joining Arbuthnot Latham, he led Close Brothers Asset Management’s UK advice business and at St James’ Place he led distribution and grew funds under management from £3.2b to £6.4b whilst also leading global management development.
Enjoying the outdoors with his two labradors, he rows competitively, cycles and plays golf. As chair of a school governing body, his charity work has seen him spend time in Nepal at 18,500ft and cycle across Cuba, raising over £1m for childhood charities.
DISCLAIMER
This communication should be considered a marketing communication. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research. It is for information purposes only and does not constitute advice, a solicitation, recommendation or an offer to buy or sell any security or other investment or banking product or service. You should seek professional advice before making any investment decision. The value of investments, and the income from them can fall as well as rise, and may be affected by exchange rate fluctuations. Investors could get back less than they invest. Past performance is not a reliable indicator of future results. The tax treatment of investments depends upon individual circumstances and may be subject to change.
The contents of this communication are based on opinions or conditions as at the date of writing and may change without notice. To the extent permitted by law or regulation, no warranty of accuracy or completeness of this information is given and no liability is accepted for its use or reliance on it.
