A post-university job offer led Melanie Pearce into wealth management, and she’s never looked back. Over the past decade, she’s carved out a career at Evans & Partners that’s equal parts analytical and people-focused, all while championing a more inclusive finance industry.
I manage investment portfolios for individuals, families, and not-for-profit organisations, helping them grow and preserve wealth in line with their goals and values. My role combines investment strategy, market analysis, and building strong relationships with clients to support their long-term financial success.
A typical day usually starts by catching up on market news and reviewing portfolio performance to stay across any movements that may impact clients. From there, I might spend time analysing investment opportunities, preparing reports, or meeting with clients to discuss their portfolio strategy. I also work closely with not-for-profit organisations, which often involves tailoring investment solutions to align with their mission and governance requirements.
It can be a competitive role, so the success of achieving good returns or securing a new client win often brings some excitement to the role beyond the day-to-day routine. I also love the constant challenge of navigating markets, solving complex problems, and staying ahead in an ever-changing environment.
One of the biggest challenges has been establishing confidence and presence in a field that has traditionally been male dominated. Early on, it could feel intimidating being one of the few women in the room, but over time I’ve learned to back myself, trust my expertise, and surround myself with supportive colleagues and mentors, both male and female. The industry is shifting, and I’m proud to be part of that progress and to help create space for more women to thrive in finance.
Find what works for you and surround yourself with people who will support you to get there.
Any client-facing role benefits from being a people person. Strong communication, empathy, and relationship management skills are essential to building trust and understanding with clients. That said, if these aren’t your strongest areas, you can still succeed by collaborating within a supportive team environment. On the technical side, key skills include portfolio management, financial analysis, and staying up to date with market trends.
After university (and a bit of travelling), I applied for a variety of roles across the finance sector. Fortunately, I was offered a position in wealth management, starting as an associate where I supported advisers in managing their client portfolios. This experience laid the foundation for my continued growth and commitment to this field.
There’s a variety of roles available in wealth management—find what works for you and surround yourself with people who will support you to get there. Don’t be afraid to seek out mentors.
Over recent years, new requirements for financial advisers have been set by regulators, with new entrants completing a “Professional Year” before becoming registered. Some university courses are more aligned than others with this pathway. Considering this earlier might mean fewer additional courses later on.
Anything by Ray Dalio.
E&P’s Words on Wealth.
How AI is transforming industries.
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The industry is shifting, and I’m proud to be part of that progress and to help create space for more women to thrive in finance.
Future IM/Pact is a collaborative initiative across the investment management and advice industry aimed at increasing representation of female investors and advisers, and creating workplace cultures where everyone can flourish.
Future IM/Pact is a collaborative initiative across the investment management industry aimed at increasing representation of female investors and creating workplace cultures where everyone can flourish.
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