Dominic Hutton Email & Phone Number

London, England, GB

London, England, United Kingdom

London, England, United Kingdom

• Lead portfolio manager of a global client base of just over £100m FUM. Assist in the overall management of £800m FUM of discretionary portfolios for private clients, pensions, institutions and trustees – both direct.
• Successfully defending £50m FUM since August 2016, cementing client relationships and minimising defence outflow to <3.5%, while simultaneously growing FUM organically through new and existing clients by an average of.
• Works alongside BDMs, participating in external events to increase % of new and existing intermediary FUM. Focusing on London Boroughs including Richmond, Wimbledon and Kingston, as well as outside Greater London
• Sits on the Environmental, Social and Governance (ESG) investment forum
• ‘Green’ Client Outcomes Dashboard, including Suitability, BITA risk, CASS breaches, client complaints, dealing errors and performance
• Takes advantage of internal and external events to share best practice and build professional services network respectively, acting as ambassador of the firm

London, England, United Kingdom

• Assist in the overall management of over £550m FUM of discretionary and advisory portfolios
• Client facing role, providing professional bespoke wealth management across multiple asset classes including equities, bonds, collectives and alternative assets such as structured products, commodities and.
• Analyse investment opportunities and present, discuss and execute viable propositions with team
• Manage the team’s relations with intermediaries and carrying out transactions
• Manage the strategic and tactical asset allocation to ensure client portfolios are in line with market trends
• Looks at ways to drive consistency and best practice of managing portfolio within teams across the business

London, England, United Kingdom

• Assisted in managing a client base of over £250m FUM
• Undertook portfolio reviews in relation to asset allocation, stock selection, risk profiles and bench-marking under supervision
• Carried out dealing transactions and managed the team’s relations with Business Support
• Managed and enhanced the efficiency of the bi-annual investment review and market update reporting pack to clients and intermediaries
• Assisted the Directors in the recruitment and retention of HNW clients through direct means as well as intermediary channels
• Assisted with the preparation for new business pitches

London, England, United Kingdom

• Assisted the Directors in managing a client base of over £100m FUM
• Attained CISI Investment Management Certificate (IMC) and Masters in Wealth Management Programme. (first in London office to attain the latter, achieving a pass with merit in Level 3)
• Learnt how to build relationships with retail clients, HNW individuals and professional advisers through training and attending client meetings
• Training and experience in both front office and business support
• Enhanced my research and analytical skills while learning structured investment strategies applicable to an FCA regulated environment
• Built and developed an advanced Excel based client ‘dashboard’, attribution analysis and family group asset allocation database, incorporating live links to Fidessa and eXimius using macros. The efficiency of my system.

Southampton, England, United Kingdom

• Managed the composite team in preparing the high performance IMOCA Open 60 race yacht for 2008 Vendée Globe (round-the-world single-handed yacht race)
• Engaged with management, clients, project teams and key suppliers
• Gathered requirements, facilitated decision-making, defined project scope and budget
• Presented and negotiated project plans and advised on risk management strategyKey Results:
• Assisted in the setup and project management of a £200k build-refit: 6% under budget
• Personally completed a challenging trans-Atlantic passage from Costa Rica back to the UK

London, England, United Kingdom

Joined a multinational environmental, planning and development team to complete coastal / marine management assessments, port development, dredging, and oil and gas projects, in consultation and negotiation with government bodies and environmental interest groupsExceeded revenue targets c. 4.5% each month

Planned, coordinated and quality managed the €700k build of a high performance 40ft carbon racer-cruiser yacht in consultation with the French-speaking construction teamConsulted with clients and produced a functionally and financially viable projectEnsured completion on time, within authorised cost, and to the required quality standards

Masters In Wealth Management, Merit

Masters, Wealth Management

Unit 1: CISI Financial Markets Unit 2: CISI Portfolio Construction Theory Unit 3: CISI Applied Wealth Management

Msc, Aquatic Resource Management, Distinction

Best Student Award and NERC Scholarship

Bsc (Hons), Marine Biology And Oceanography

Carried out thesis in Indonesia on 2 month expedition.