James Swaby

Senior Investment Director Head of Regional Portfolio Management Team @Rathbones

Cheltenham, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Senior Investment Director Head of Regional Portfolio Management Team @Rathbones

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Cheltenham, GB

Built a successful portfolio management team running assets across regional offices. •Accountability for portfolio strategy implementation and overall investment performance and risk.•Member of Collectives Committee providing oversight of analyst fund recommendations and input into model portfolio construction for the firm, particularly in respects to up-and-coming boutique fund managers.•Challenges and influences risk identification and strategy implementation through the various investment committees.

EDUCATION

2001 — 2004

University of the West of England

Bachelor's Degree, BA (Hons) International Business Economics

ABOUT JAMES SWABY

Senior Investment Director | Head of Regional Portfolio Management Team

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James Swaby — Senior Investment Director Head of Regional Portfolio Management Team at Rathbones in Cheltenham, GB | Unifers