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Profil
Charles Burbeck worked as a Director at Schroder Investment Management Ltd. from 1989 to 2001.
He then worked as the Head of Global Equities at Fortis Investment Management USA, Inc. from 2002 to 2005.
From 2005 to 2008, he was the Head of Global Equities at Halbis Capital Management UK Ltd. He then worked as the Head of Global Equities at HSBC Global Asset Management (USA), Inc. from 2005 to 2012.
From 2012 to 2013, he was the Head of Global Equities at Barclays Bank Plc (Investment Management).
Finally, from 2013 to 2018, he worked as the Deputy Portfolio Manager & Global Equity MD at UBS Asset Management (UK) Ltd.
Anciens postes connus de Charles Burbeck
| Sociétés | Poste | Fin |
|---|---|---|
UBS Asset Management (UK) Ltd.
 UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS-UK is an active, long-term manager which utilizes integrated investment platforms and a range of investment strategies. The firm employs global tactical asset allocation to take advantage of valuation anomalies through derivatives, both in markets and in currencies. Their investment approach is team-oriented and based on fundamental and proprietary quantitative research generated in-house on a global basis. They aim for a local sector-neutral portfolio selection, which is then used to create global portfolios. UBS-UK invests in equity, fixed-income, hedge funds, liquidity and cash, multi-asset, real assets/PE, and passive/ETFs. | Head-Equity Investments | 03/10/2018 |
Barclays Bank Plc (Investment Management)
 Barclays Bank Plc (Investment Management) Investment ManagersFinance Barclays Bank-IM creates customized, sophisticated strategies to help clients achieve their goals. | Head-Equity Investments | 01/01/2013 |
HSBC Global Asset Management (USA), Inc.
 HSBC Global Asset Management (USA), Inc. Investment ManagersFinance AMUS actively manages portfolios within client investment guidelines using discretion to meet client objectives. The firm utilizes qualitative and quantitative research and inputs in their investment strategies. Their portfolio construction process is a combination of top-down decisions at a portfolio level and bottom-up decisions taken in the regional portfolio by the local specialist credit managers. Active risk management is fully integrated into the firm’s investment process. | Head-Equity Investments | 31/12/2012 |
Halbis Capital Management UK Ltd.
 Halbis Capital Management UK Ltd. Investment ManagersFinance HCM-UK is primarily an alternative investment manager who also advises traditionally-managed portfolios. The firm invests globally in equity, fixed income, and alternative asset classes with a particular focus on Russia and emerging markets. The bulk of their assets are invested in European equity and fixed income. The firm is an active investment manager with a long-term investment horizon. Fundamental analysis and decentralized decisions are paramount to the firm's investment approach, and they occasionally follow a contrarian investment style. The investment process is conviction-driven. Within strategies, the firm does not customize or tailor their approach. Traditionally-managed equity portfolios are diversified with relatively low turnover. Extensive fundamental analysis informs the firm's bottom-up investment process and aims at identifying mispriced stocks of European companies with superior profitability potential. Company visits are part of the research process, as is quantitative analysis. Investment decisions are made autonomously by small focused teams specialized in an asset class or a strategy, and not following any particular investment style. HCM-UK specializes in portfolio construction, hedge fund analysis, and management of funds of hedge funds. | Head-Equity Investments | 18/12/2008 |
Fortis Investment Management USA, Inc.
 Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management's product offerings include investments in equities, fixed-income, currencies, structured finance and alternatives. The firm manages equity portfolios across a range of market-caps and regions using a variety of investment styles. Their fixed-income and currencies investment center manages specialized strategies including credit, duration and currency overlay offered as aggregate and absolute return portfolios. Fortis Investments Management's structured finance group manages a variety of structured fixed-income investment solutions. The firm's alternative investments include a number of investment centers that manage individual alpha strategies, such as sustainable and socially responsible investments and convertible bonds. Though not limited by sector, Fortis Investment Management tends to invest globally, primarily in the stocks of mid-cap and large-cap companies in the finance, electronic technology, health technology sectors, energy minerals and non-energy minerals sectors. The firm maintains a medium turnover rate. | Head-Equity Investments | 01/02/2005 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
HSBC Global Asset Management (USA), Inc.
HSBC Global Asset Management (USA), Inc. Investment ManagersFinance AMUS actively manages portfolios within client investment guidelines using discretion to meet client objectives. The firm utilizes qualitative and quantitative research and inputs in their investment strategies. Their portfolio construction process is a combination of top-down decisions at a portfolio level and bottom-up decisions taken in the regional portfolio by the local specialist credit managers. Active risk management is fully integrated into the firm’s investment process. | Finance |
Fortis Investment Management USA, Inc.
Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management's product offerings include investments in equities, fixed-income, currencies, structured finance and alternatives. The firm manages equity portfolios across a range of market-caps and regions using a variety of investment styles. Their fixed-income and currencies investment center manages specialized strategies including credit, duration and currency overlay offered as aggregate and absolute return portfolios. Fortis Investments Management's structured finance group manages a variety of structured fixed-income investment solutions. The firm's alternative investments include a number of investment centers that manage individual alpha strategies, such as sustainable and socially responsible investments and convertible bonds. Though not limited by sector, Fortis Investment Management tends to invest globally, primarily in the stocks of mid-cap and large-cap companies in the finance, electronic technology, health technology sectors, energy minerals and non-energy minerals sectors. The firm maintains a medium turnover rate. | Finance |
Schroder Investment Management Ltd.
 Schroder Investment Management Ltd. Investment ManagersFinance SIM is an active investment manager that utilizes a contrarian investment approach supported by fundamental, in-house research, regular company visits and their group's global network. Research is shared worldwide within the parent group and is organized in specialist teams, with local specialists contributing their expertise to global sector teams. The firm also utilizes their proprietary software, the Global Research Investment Database, to integrate and distribute in-house and external research, assisting investment managers in portfolio construction. They manage risk through another proprietary tool called Portfolio Risk Investment Strategy Manager (PRISM). | Finance |
UBS Asset Management (UK) Ltd.
UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS-UK is an active, long-term manager which utilizes integrated investment platforms and a range of investment strategies. The firm employs global tactical asset allocation to take advantage of valuation anomalies through derivatives, both in markets and in currencies. Their investment approach is team-oriented and based on fundamental and proprietary quantitative research generated in-house on a global basis. They aim for a local sector-neutral portfolio selection, which is then used to create global portfolios. UBS-UK invests in equity, fixed-income, hedge funds, liquidity and cash, multi-asset, real assets/PE, and passive/ETFs. | Finance |
Halbis Capital Management UK Ltd.
Halbis Capital Management UK Ltd. Investment ManagersFinance HCM-UK is primarily an alternative investment manager who also advises traditionally-managed portfolios. The firm invests globally in equity, fixed income, and alternative asset classes with a particular focus on Russia and emerging markets. The bulk of their assets are invested in European equity and fixed income. The firm is an active investment manager with a long-term investment horizon. Fundamental analysis and decentralized decisions are paramount to the firm's investment approach, and they occasionally follow a contrarian investment style. The investment process is conviction-driven. Within strategies, the firm does not customize or tailor their approach. Traditionally-managed equity portfolios are diversified with relatively low turnover. Extensive fundamental analysis informs the firm's bottom-up investment process and aims at identifying mispriced stocks of European companies with superior profitability potential. Company visits are part of the research process, as is quantitative analysis. Investment decisions are made autonomously by small focused teams specialized in an asset class or a strategy, and not following any particular investment style. HCM-UK specializes in portfolio construction, hedge fund analysis, and management of funds of hedge funds. | Finance |
Barclays Bank Plc (Investment Management)
Barclays Bank Plc (Investment Management) Investment ManagersFinance Barclays Bank-IM creates customized, sophisticated strategies to help clients achieve their goals. | Finance |
