The ethics of loyalty... what would you do?
Thursday 14 November, 2019
You are a fixed income portfolio manager who works as part of a close, high performing team that invests the assets of large institutional clients.
The members of your team tell you – in confidence – that they plan to resign from the organisation to start their own investment management business. They invite you to join them, but you decline. You know their actions will have an impact on clients but probably only temporarily. You suspect the MD has an inkling that something is going on and you may be asked what you know...
Best interest duties, loyalty, confidentiality and integrity are the values being tested.
What would you do?
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