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Verity Worsfold

Verity Worsfold

Head of Portfolio Strategy
Investment Lab, Citi Wealth

Meet our wealth expert

Verity leads the Investment Lab’s team of portfolio strategists, providing clients worldwide with thought leadership and guidance in relation to asset allocation and portfolio construction, as well as investment strategies.

Prior to this role, Verity was part of the multi-asset portfolio solutions team at DWS, advising institutions across EMEA on a range of investment strategies and solutions. Before that, she worked in derivatives structuring roles at J.P. Morgan Private Bank in London and in the Global Markets teams at UBS and J.P. Morgan in London and Hong Kong.

Verity holds a bachelor’s in economics from the London School of Economics. She also holds a master’s in economics from the University of Toronto and an MBA from INSEAD.

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Insights

Read some of our insights into the key issues for you and your wealth.

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Managing reinvestment risk
PORTFOLIO ANALYTICS

Managing reinvestment risk

VERITY WORSFOLD - MICHELLE NAJUL
August 28, 2024

Higher short-term interest rates may make income from short-dated fixed income investments seem attractive. Reinvestment risk is the risk that the same level of income may no longer be available when it’s time for the cash flows from current investments to be reinvested.

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The case for getting and staying invested near market highs
PORTFOLIO ANALYTICS

The case for getting and staying invested near market highs

VERITY WORSFOLD - CHRIS LAI
August 19, 2024

Investors often fear buying or holding when markets are up strongly and are near all-time highs. Historically, though, subsequent returns have been decent.

Learn more about The case for getting and staying invested near market highs
The cost of cashing out
PORTFOLIO ANALYTICS

The cost of cashing out

VERITY WORSFOLD - ZAC TATE
August 2, 2024

When conditions become volatile, it can be tempting to try to “time the market” by waiting to buy in cheaper or once a rally begins. However, history shows that investing like this can lead to long-term underperformance compared to remaining fully invested

Learn more about The cost of cashing out
What might the end of US interest rate hikes mean?
PORTFOLIO ANALYTICS

What might the end of US interest rate hikes mean?

VERITY WORSFOLD - BAILEY NANKIN
May 31, 2024

US interest rate peaks have often shaped returns for investors in key asset classes. History suggests likely gains for shares and fixed income.

Learn more about What might the end of US interest rate hikes mean?

Insights

Read some of our insights into the key issues for you and your wealth.

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