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27 Dec 2023

UK Head of Investments

West End of London, excellent remuneration package.


Unique opportunity in a highly successful global discretionary investment management firm for a new UK Head of Investments to lead the research team and drive investment performance.


The Organisation

My client is an independently owned, highly successful global discretionary investment management firm which manages significant assets on behalf of its clients. It focuses on asset allocation to carefully control risk exposure to maximise and preserve its clients’ wealth.

The company offers a wide range of investment management services, tailored to meet the needs of its clients. Furthermore, it has no ties to any fund managers, banks or financial institutions and is free to search across the marketplace to find the right solutions for its clients. Its advice is based on insight from its top-class in-house research teams and guided by its clear and consistent investment process.

The success of the firm’s approach has won recognition in the industry with a number of recent awards from financial advisers and the industry for its discretionary fund management services. Its DFM MPS range is 5 star & 5 diamond rated by Defaqto.

In the UK London office the company has a dedicated in-house research team whose key objective is to identify investment funds that maximise the performance of client portfolios.

The Role

The company is keen to appoint a new UK Head of Investments who will report to the Chief Executive and Chief Investment Officer. They will be a key member of the global investment committee helping to shape asset allocation and determine the firm’s investment strategy.

The UK Head of Investments’ key areas of responsibility will be:

• Leadership and motivation of the UK research team.
• Shaping asset allocation and investment strategy.
• Driving investment performance within closely defined risk parameters.
• Leading the fund selection process in the UK and managing the company’s model portfolios and multi-asset funds.
• Managing and controlling investment risks.
• Speaking to new clients and tailoring investment solutions for them.
• Managing the relationship with existing clients to ensure retention of accounts and responding to any queries raised.
• Assisting in the design and deliverance of new investment products and services for the UK market.
• Considerable involvement with the UK sales and distribution effort.
• Producing monthly and quarterly reports for clients.
• Ensuring the research team articulate and communicate the firm’s investment strategy at conferences, via presentations, podcasts, webinars and the media as well as direction of the written research product in a robust manner.
• Helping to maintain and develop the company’s brand in the market.
• Writing articles for the press and meeting journalists.

The successful candidate will play a key role in developing and maintaining the firm’s UK investment strategy, including asset allocation and fund picking which will involve working closely with other senior individuals in the company. They will lead, motivate and develop the UK research team and maintain thorough familiarity with macroeconomic trends, financial news, company news and capital markets developments.

The role will necessitate making regular presentations (both formal and informal) internally, at conferences, to clients and the media on matters such as macro-economic trends, asset allocation, fund selection and the company’s risk-based investment process.

Qualifications & Experience

This is a key role within the business and the successful candidate must be of sufficient stature to operate in a largely autonomous fashion whilst liaising closely with the CEO/CIO and other senior colleagues within the firm. They must possess a collaborative style and have sufficient gravitas to quickly achieve professional credibility at all levels within the business. Critically they must be able to create an environment within the research team that supports strong teamwork, and be a good negotiator and self starter with a very hands-on approach.

The successful candidate is likely to have spent at least 10 years in the securities/financial services industry in the UK, at least 5 years of which will have been spent in fund/portfolio management and/or company or investment strategy research. They will possess demonstrable detailed knowledge of the investment management industry and the relevance of investment strategy to this business.

Experience is likely to have covered a range of international markets and asset classes at some stage, and have included some exposure to areas such as macroeconomic analysis. The successful candidate is likely to have acquired a “name” in the industry, and will be known by their reputation to fund managers and financial advisers.

Candidates must possess a good degree, ideally be a CFA Charterholder and be ambitious, tenacious and display high levels of drive, energy and motivation. Furthermore, they should be well presented, professional team leaders who demonstrate excellent communication and interpersonal skills and inspire confidence at all levels.

The successful candidate must be able to help formulate and articulate a coherent, defensible and relevant investment strategy for the firm’s UK clients, direct the firm’s UK research product and be a capable presenter in formal and informal situations to be able to get the firm’s investment strategies and policies across to clients.

They will be resilient and calm under pressure, demonstrate strong analytical capabilities and exude a natural and authentic style that revels in the details. Performance will be measured on both technical skills and the ability to communicate and disseminate relevant information.

To apply, in the strictest confidence, please send your CV to Robin Douglas at [email protected] or call him on +44 (0)20 7193 0064

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We have been working with Robin for several years and he always finds us interesting and suitable candidates. Robin’s preparation in advance of starting a search and his interpretation of our needs is always spot on which means we get to meet highly appropriate and well qualified candidates.

Bill MacLeod, Managing Director, Gravis Advisory Ltd