Perfil
Mr. Edward J.
Margot is Senior Portfolio Manager at London & Capital Asset Management Ltd. He has over 15 years of financial services experience with both domestic and international high net worth clients and their families.
Prior to joining London & Capital, Mr. Margot led a discretionary team where he was responsible for £500 million of private client portfolios and also built a Managed Advisory Service.
Earlier in his career, he was involved with the management of $8 billion at Kleinwort Benson and $2 billion at Standard Bank in the Isle of Man.
Throughout his career he has experienced a number of market cycles.
Using a combination of bonds, equities and alternative investments, Mr. Margot has proven his ability to select good quality investments and deliver returns.
He works closely with the firm's clients and wealth managers to build portfolios that meet their requirements whilst conforming to the firm’s capital preservation strategy.
He holds a B.A. (Hons.) from The University of Exeter in Accounting and Finance.
He is also a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investments.
He qualified with a distinction in his professional qualifications.
Antiguos cargos conocidos de Ed Margot.
| Empresas | Cargo | Fin |
|---|---|---|
London & Capital Asset Management Ltd.
London & Capital Asset Management Ltd. Investment ManagersFinance W1M's investment process is founded on four pillars: autonomy, discipline, transparency, and risk management. They first analyze macroeconomic and political events to develop forward-looking views on risks and returns for asset classes. Their specialist fixed-income, equities, commodities, and hedge fund teams then allocate between sub-asset classes, industries, sectors, and geographies. The firm follows a bottom-up approach to selecting specific securities within these sub-asset classes. | Gestor de Cartera-Acciones | 22/12/2017 |
Experiencias
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Relaciones de 1er grado
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| Empresas privadas | 1 |
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London & Capital Asset Management Ltd.
London & Capital Asset Management Ltd. Investment ManagersFinance W1M's investment process is founded on four pillars: autonomy, discipline, transparency, and risk management. They first analyze macroeconomic and political events to develop forward-looking views on risks and returns for asset classes. Their specialist fixed-income, equities, commodities, and hedge fund teams then allocate between sub-asset classes, industries, sectors, and geographies. The firm follows a bottom-up approach to selecting specific securities within these sub-asset classes. | Finance |
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