Sam Matthews

About Sam Matthews

Investment professional with over 15 years’ experience working across several roles ranging from discretionary portfolio management to market strategy and client development. Throughout my career, I have been responsible for delivering solutions to UHNW clients and Family Offices or internally working alongside global senior leadership within the organisation.

Experience

1. Fixed Income Portfolio Manager

   Deutsche Bank

   Jul 2024 — Present · NY, US

   Member of Fixed Income Portfolio Management team, overseeing discretionary assets for Wealth Management clients. Collaborating closely with Client Advisors to define investment recommendations and, when needed, design and lead client pitches and marketing initiatives to drive asset growth for the Fixed Income desk. Fixed Income mandates include USD Taxable and Tax-Exempt Separately Managed Accounts ranging from short-duration, Cash Management solutions to Intermediate portfolios and ‘Plus’ models which include exposure to Emerging Markets, High Yield and Preferred Securities.Driving market-led content to assist Client Advisors and Investment Managers in current Fixed Income trends and how to position portfolio solutions with client needs. Taking ownership of such material and presenting key themes to clients, bankers, and senior leadership.

Education

• University of Kent

  BA (Hons), Politics & International Relations

  2005 — 2008

• University of Kent

  Msc, International Business Management

  2008 — 2009

Skills

• Derivatives
• Structured Products
• Portfolio Management
• Asset Management
• Equities
• Private Banking
• Structured Finance
• Analysis
• Capital Markets
• Strategy
• Financial Markets
• Hedge Funds
• Economics
• Trading
• Investment Banking
• Wealth Management Services
• Fixed Income
• Investments