Back to Investments & Wealth Forum - Toronto 2022 | In-Person

Polyana Da Costa

Senior Investment Analyst, GQG Partners

Women in Wealth Panel: Who Do We Trust and Why?

Join Herman Brodie, author, University of Edinburgh lecturer and Founder & CEO, Prospecta Limited, as he moderates this Women in Wealth Panel at the Investments & Wealth Forum – Toronto. As the author of The Trust Mandate, the behavioural science behind how asset managers REALLY win and keep clients, Brodie will moderate the panel of female business leaders as they discuss building and maintaining trust as a financial advisor.

Through the research his book was based on, Brodie found that the willingness to trust is driven by two fundamental evaluations we make about the other person: 1.) is about the other’s competence, namely their ability to make good things happen; 2.) is about their benevolence, namely, their motivation to make good things happen for us. Only those who score highly on those two dimensions are truly trusted. As a financial advisor learn what you can do to influence clients' trust.

Biography

Polyana is a senior investment analyst on the firm’s investment team. Prior to joining GQG Partners, Polyana served as editorial director at ABUV Media, helping oversee the launch of personal finance site MoneyGeek.com. Before that, she served as Bankrate.com’s senior mortgage reporter and analyst for four years, where she wrote about real estate and mortgages. Polyana has over a decade of experience as a business journalist, writing about a variety of financial topics including the mortgage market, commercial real estate and public companies. She has won several journalism awards and has been cited by CNN Money, Forbes, Fiscal Times and other news outlets. Polyana, who speaks English, Spanish and Portuguese, holds a BA in Journalism from San Francisco State University.