Richard Thomas O'Connell

RMB utilizes a combination of active and passive investment strategies for the traditional asset classes of equity and fixed income. They construct customized multi-asset portfolio solutions in a range of currencies across a range of asset classes. The firm invests in equities in the UK, the US, Japan and Pacific regions. They identify the client's risk and return objectives when constructing alternative portfolio strategies. They determine maximum weights for each hedge fund based on expected annual return and maximum monthly loss. They aim to optimize the portfolio using the weights constraints, the historical volatility, skewness, the volatility of volatility and the expected annual returns. RMB manages a number of funds of hedge funds across a range of regions such as North America, Asia, and Europe.

UBS-UK is an active, long-term manager which utilizes integrated investment platforms and a range of investment strategies. The firm employs global tactical asset allocation to take advantage of valuation anomalies through derivatives, both in markets and in currencies. Their investment approach is team-oriented and based on fundamental and proprietary quantitative research generated in-house on a global basis. They aim for a local sector-neutral portfolio selection, which is then used to create global portfolios. UBS-UK invests in equity, fixed-income, hedge funds, liquidity and cash, multi-asset, real assets/PE, and passive/ETFs.