Profil
Mr. Rory M.
Smith is Executive Director at Julius Baer Portfolio Managers Ltd.
He was previously employed as an Investment Manager by Signia Wealth Ltd.
Mr. Smith joined Signia Wealth from Coutts & Co where, in his capacity as Senior Portfolio Manager since late 2005, he managed both advisory and discretionary portfolios for high-net worth individuals.
During his 10 years at Coutts, he also worked as an Investment Analyst for 5 years, covering Asian and Japanese equity markets, and sat on the Asia-Japan stock selection committee.
He has also had previous roles focused on third party fund selection and fixed income markets.
Mr. Smith is a member of the Chartered Institute for Securities & Investment.
Anciens postes connus de Rory M. Smith
| Sociétés | Poste | Fin |
|---|---|---|
Julius Baer Portfolio Managers Ltd.
 Julius Baer Portfolio Managers Ltd. Investment ManagersFinance Part of Julius Bär Gruppe AG, Julius Baer Portfolio Managers Ltd. is a British company that provides investment advice. The company is based in London, UK. | Gestionnaire de Portefeuille-Actions | 01/12/2014 |
Arbion Ltd.
 Arbion Ltd. Investment ManagersFinance Arbion Ltd. is a wealth management firm headquartered in London, UK. Formerly known as Signia Wealth Ltd., the firm was founded by Gautam Batra and Nathalie Dauriac-Stoebe in 2009 as True Wealth Ltd. They are a subsidiary of Arbion Holdings Ltd. Arbion targets the ultra-high net worth market and was formed to provide a full wealth and investment management service to private individuals, their families and institutional clients. | Gestionnaire de Portefeuille-Actions | 01/11/2013 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Arbion Ltd.
Arbion Ltd. Investment ManagersFinance Arbion Ltd. is a wealth management firm headquartered in London, UK. Formerly known as Signia Wealth Ltd., the firm was founded by Gautam Batra and Nathalie Dauriac-Stoebe in 2009 as True Wealth Ltd. They are a subsidiary of Arbion Holdings Ltd. Arbion targets the ultra-high net worth market and was formed to provide a full wealth and investment management service to private individuals, their families and institutional clients. | Finance |
Julius Baer Portfolio Managers Ltd.
Julius Baer Portfolio Managers Ltd. Investment ManagersFinance Part of Julius Bär Gruppe AG, Julius Baer Portfolio Managers Ltd. is a British company that provides investment advice. The company is based in London, UK. | Finance |
