![Rory M. Smith](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 Provides investment advice | Gestionnaire de Portefeuille-Actions | 01/12/2014 |
Arbion Ltd.
 Arbion Ltd. Investment ManagersFinance Arbion creates and manages global investment strategies, generating the best outcome for its clients, with expertise in multi-asset and fixed income investing and hedge fund portfolios. The firm takes a conservative view on currency risk and hedge foreign exchange risk where appropriate to reduce portfolio volatility. They perform bottom-up fund selection. | Gestionnaire de Portefeuille-Actions | 01/11/2013 |
Expériences
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Arbion Ltd.
Arbion Ltd. Investment ManagersFinance Arbion creates and manages global investment strategies, generating the best outcome for its clients, with expertise in multi-asset and fixed income investing and hedge fund portfolios. The firm takes a conservative view on currency risk and hedge foreign exchange risk where appropriate to reduce portfolio volatility. They perform bottom-up fund selection. | Finance |
Julius Baer Portfolio Managers Ltd.
Julius Baer Portfolio Managers Ltd. Investment ManagersFinance Provides investment advice | Finance |
