Stephen Walker

Coutts-PB uses a risk-based approach to portfolio construction that ensures developed investment solutions in keeping with their client’s full wealth picture. They employ a multi-manager approach, using alternative investment managers chosen for their expertise in specific markets. The firm utilizes research to manage portfolios, incorporating investment strategies typically employed by institutional investors. They provide access to globally diversified investment techniques and opportunities specially designed to reduce volatility and improve returns, preserve capital and utilize diversification to increase performance.

BIM-UK utilizes their market insights, global reach, proprietary technology, culture of information sharing and focus on risk management to deliver performance in all market environments. For their equity investments, the firm utilizes style-neutral (core and high performance), value and growth processes. They have combined a top-down and bottom-up approach for their fixed-income and balanced products. The fixed-income investment team specializes in market segments and focuses on quantitative analysis.

Functions as a College/University