Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Charles Fellowes is listed as ★ Process & Change Oversight ★ Product Strategy, Design & Implementation ★ Sustainability Solutions Innovator ★ at Self-employed, based in Beaconsfield, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Charles Fellowes.
Charles Fellowes previously worked as Business Consultant at Self-Employed and Independent consultant to UHNWI, Family Offices & Private Banks at Independent Consultant. Charles Fellowes holds Ba (Hons) International Business Administration (With Finance) from European Business School, London.
A business consultant with experience across multiple industries and a focus on managing stakeholders and messaging to deliver meaningful and practical solutions with broad buy-in. I listen, I observe, I analyse, I propose solutions through clear communication and then I make that change happen. A private office specialist in overseeing and forensically analysing the performance, mandate adherence and asset allocation of externally managed multi-asset investment portfolios and in consolidating complex multi-jurisdictional and diverse holdings into a meaningful, concise and relevant tracking dashboard.
Listed skills include Asset Management, Management, Capital Markets, Investments, and 11 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Working with established and start up businesses to design and refine strategy, implement change and improve processes.
London, United Kingdom
Provide independent investment consolidation and oversight services to a small number of family offices and ultra high net worth Clients (around $4.5bn of assets). Investments were analysed and aggregated to better understand the underlying holdings and presented to Clients and their Trustees.► Created and oversaw bespoke investment strategies for Clients..
London, United Kingdom
Carried out analysis and implemented solutions for projects in the structured products division (equity dividend payments, 3rd party manager fees and NAV calculations)► Scoped, analysed and defined solutions.► Worked between the line managers and an external technology provider 'translating' the requirements. ► Managed the implementation of the new systems.
London, United Kingdom
Consulted on a range of projects ranging from investment to process to strategy.► Designed and launched a range of investment products within a 4-month timeframe (assets eventually grew from £30m to almost £2bn). Appointed specialised managers, installed operating and sales processes and putting in place bespoke marketing materials.► Carried out a business.
Sydney, Australia
► Coordinated extensive models to import and consolidate complex data which formed an important regulatory document. ► Ensured that the models were documented to enable a smooth transition.
London, United Kingdom
► Played an integral role in developing and testing a fully integrated Private Client Portfolio Management system for wrap products. This included performance measurement, attribution and asset allocation.
London
► Launched, managed and oversaw multiple investment products and portfolios with assets of $3.3bn (globally diversified balanced portfolios holding equity, fixed income and alternative investments).► Ran the tactical asset allocation and risk modelling processes. ► Carried out a business review of investment products offered to Clients and eradicated.
Quick answers generated from the profile data available on this page.
Charles Fellowes works for Self-employed.
Charles Fellowes is listed as ★ Process & Change Oversight ★ Product Strategy, Design & Implementation ★ Sustainability Solutions Innovator ★ at Self-employed.
Charles Fellowes is based in Beaconsfield, England, United Kingdom while working with Self-employed.
Charles Fellowes has worked for Self-Employed, Independent Consultant, Abn Amro Bank N.V., C. Hoare & Co., and Commonwealth Bank.
You can use AeroLeads to view verified contact signals for Charles Fellowes at Self-employed, including work email, phone, and LinkedIn data when available.
Charles Fellowes holds Ba (Hons) International Business Administration (With Finance) from European Business School, London.
Charles Fellowes is listed with skills including Asset Management, Management, Capital Markets, Investments, High Net Worth Individuals, Portfolio Management, Risk Management, and Fixed Income.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Charles Fellowes you were looking for.
