Investor Views: "I’m the Family's Chief Financial Officer"

Private investor Carol Parsons has taken control of her family’s investments in a bid to boost retirement prospects

Emma Simon 26 April, 2018 | 1:58PM

Wall Street - US Investing

Carol Parsons describes herself as a wife, mother and ‘chief financial officer’ when it comes to looking after her family’s wealth.

Parsons, who is now semi-retired, worked in financial services for a number of years. This led to her taking a keen interest in investments, and she has been running the family’s finances for the past decade or two.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Fidelity Asia W Acc1,682.00 GBP0.00
HSBC American Index C Acc7.02 GBP0.31
JPM Japan Equity C (dist) GBP167.53 GBP0.56
Threadneedle UK Smaller Coms Z Acc2.14 GBP-0.59
Vanguard US Equity Index Acc552.00 GBP-1.07

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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