Since completing my degree specialising in finance in 1989 I have had the privilege of working within some of the leading global asset management houses both as a fund manager and department head during extremely volatile investment periods. These have included Deutsche Asset Management, Aberdeen Asset Management, Brevan Howard, UBS Wealth Management (in Zurich) ,F&C Asset Management and now BMO Global Asset Management.
Whilst employed as Managing Director for UBS Wealth Management I had first hand experience of best practise at one of the world's leading private wealth management companies. I am using this knowledge to act as an independent advisor to Walden Capital's investment committee.
The last 20 years have not been a smooth ride for financial markets and through experience I have understood that diversification, efficient portfolio construction and a disciplined risk management framework are essential skills for creating and preserving wealth.
Walden Capital have incorporated these skills within the investment process and combined the dedication to provide individual advice to produce an exceptional client experience.