David Agar Email & Phone Number

Singapore

Singapore

Singapore

Manager of the Investment Research Team with responsibility for the design, construction and ongoing monitoring of AAM's Model Portfolios. We research suitable investments for inclusion in our model portfolios, or for recommendation as part of our AAM Approved List. We also have responsibility to provide accurate and timely reporting regarding performance and allocation, and for pre- and post-implementation support to our clients and consultants.

Kuala Lumpur, Malaysia

Manager of the Portfolio Management Team with responsibility for designing investment solutions for Montpelier's clients. The Portfolio Team screened suitable investments and used these to build robust risk-rated portfolios for recommendation to clients. Also assisting the consultants with acquiring and managing clients, producing reporting material and updating the models on an ongoing basis to ensure profitability.

Pension Review, Technical and Compliance. Initially, working for a team of analysts employed by Co-operative Insurance Society to discharge its liability to the regulator the PIA (later the FSA) concerning the Personal Pension Review. Our role was to calculate whether a loss had been incurred as a result of poor advice to exit company pension schemes and transfer to a CIS personal pension. The role was technical and involved the actual calculation of any lost benefits using data retrieved from the ceding pension scheme and then implementing the reinstatement of these missing benefits. Later working with the pension technical team in more complex cases. Also, assisting on a voluntary basis with the Co-operative Group's Credit Union which offered low cost saving and lending facility for those for whom traditional sources of borrowing may not be available.

United Kingdom

Customer Service, Unit Linked Life. Initially assisting with client queries on their unit-linked pension and investment products. Later performing maturity projections, surrenders and withdrawals.