James Swaby
Senior Investment Director Head of Regional Portfolio Management Team @Rathbones
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WORK HISTORY
Senior Investment Director Head of Regional Portfolio Management Team @Rathbones
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
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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