Donald has recently moved to a Swiss bank in London as a Wealth Manager. A professional contact who is a lawyer has introduced him to a new client, Erik, who is a famous footballer who has recently signed a contract to play for a London Premier League club. Erik is Norwegian, $21$ years, and he will be one of the highest paid players at his new club.

Donald has exchanged a number of emails with the client, and they have agreed to meet for a first introductory meeting at the bank$$s offices in Mayfair.

a$)$ Outline how should Donald prepare for the meeting and draft a meeting agenda for him.

The meeting with the client went very well and the client agreed with Donald that as he has limited understanding of financial markets as well as limited time to focus on his portfolio, he would be more comfortable to delegate the management of his portfolio to the bank.

Based on the results of his risk questionnaire, Erik and Donald have agreed on a medium$-$high risk profile. This makes sense as the client is very young, so investment horizon is long. As the client earns a lot of money from his professional football contract, it was agreed that the objective should be growth and not income.

b$)$ Recommend a suitable portfolio of asset classes for the specific client and explain your proposal.