Meet the investment team: Keith McDonald, Investment Process and Business Manager

Please note this blog post was published over 12 months ago and so may not include the most up-to-date information, for example where regulation around investing has changed.

Keith McDonald is an Investment Process and Business Manager at True Potential Investor. Learn about how he started in the industry, what his job involves, and his hopes for the future of our company.

How did you get started in the industry?

I started as an administration assistant in the investment arm of a large bank. I was surprised by how much the job linked in to everything that was in the news – current affairs, politics, economics, international relations – the list goes on and on. I wanted to find out more so took professional qualifications to become a stockbroker and financial adviser before moving into back office management roles.

Tell us about your area of expertise?

My current area of expertise is in Fund Governance. The best way to explain that would be to say that it is my job to make sure that each True Potential fund does exactly what it says on the tin. Ultimately it is about client protection.

What do you enjoy most about your job?

I enjoy the fact that what I do adds something tangible that benefits clients. Investment performance is what attracts clients in the main but it is Important that the performance is built on solid foundations.

What makes the company special?

The company is special because it recruits talented people from the local area and allows them to flourish. You can come in at any level and from any background and forge a successful path.

What are the most important things to consider for first time investors?

I think the most important things are to know what you want and when you want it. Only then can you start to think about how you are going to achieve it and build a plan towards that.

What are you most excited about in regard to the future of the company?

The most exciting thing about the future of the company is the speed in which we can adapt to a changing world – we’ve proved that many times. As technology accelerates we are in a strong position to use that for everyone’s benefit.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. This blog is not personal financial advice.

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