Stockbroking lecture gives pupils insight into investment management

Richard Morley from Brewin Dolphin stockbrokers

Guests from investment management firm Brewin Dolphin visited school last week to speak to our Business Studies and Economics pupils about managing portfolios in difficult markets.

Richard Morley, an assistant director at the firm, was joined by undergraduate trainee Adam Martell to discuss asset allocation, why share prices move and the macroeconomic picture, as well as research and sector analysis.

Stockbroking lecturePupils from the school’s share and investment club also attended the lecture and were lucky enough to receive some top tips on the portfolios they are currently managing as part of the national schools shares competition.

The visit was of great benefit to all the pupils who attended. Not only did they gain an insight into the world of stockbroking from one of the UK’s largest independent client investment management firms, but also discussed careers in the sector and arranged work experience opportunities.

In what was a typically busy week for the Economics and Business Studies department, fourth year pupils Fergus Bell, James Longbottom, Jaimin Lakhani and Ananda Thavala also progressed to the Greater Manchester final of the Trading Standards Institute young consumers of the year competition. They scored 86 out of 100 and will go on to represent Stockport in the next round in March.

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