Duncan Harvey Email and Phone Number
Duncan Harvey work email
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Duncan Harvey personal email
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As the Chief Operating Officer of Nutshell Asset Management, I leverage over two decades of experience in asset management, operations, and client portfolio management to drive operational excellence and strategic growth in a dynamic, global equity-focused environment.Throughout my career, I’ve worked extensively with major institutional clients, developing and implementing long-term asset management strategies, particularly in the fixed income space, that consistently exceeded their mandates. I have a strong background in managing complex operational functions, building client relationships, and optimizing fund management processes to enhance performance and efficiency.Key Highlights:• 11 successful years at Rogge Global Partners (now part of Allianz Global Investors), specializing in global fixed income management.• Expertise in developing bespoke investment solutions and managing billion-pound institutional portfolios.• Proven track record of securing and managing client mandates, including leading a team at State Street Bank that generated £2BN in new assets.• Experience in client services and trust accounting at Morgan Stanley and BNY Mellon, overseeing the onboarding and custody management of large pension schemes.• As a Generalist Portfolio Manager at Allianz Global Investors, I secured over £140M in client mandates and developed fixed income strategies for both segregated and pooled fund investors.In my role at Nutshell, I am focused on optimizing operational processes, driving strategic initiatives, and scaling the business to achieve our ambitious growth targets. I thrive on finding innovative solutions to operational challenges and am always open to exploring new opportunities for professional growth and innovation.
Nutshell Asset Management
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Chief Operating OfficerNutshell Asset Management Nov 2019 - PresentLondon, England, Gb -
Open To OpportunitesSeeking New Position Jun 2019 - Nov 2019
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Career BreakHome Jan 2018 - Jun 2019When my role at Allianz became redundant following the acquisition of Rogge and subsequent restructuring, I took the opportunity to spend more time with, and care for my wife who has several health issues. After putting in place a solid support structure for her I decided to re-enter the workforce.
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Generalist Portfolio ManagerAllianz Global Investors Jun 2017 - Jan 2018Worldwide, OoContinuation of managing client relationships following the completed acquisition of Rogge Global Partners by Allianz Global Investors in June 2017. -
Generalist Portfolio ManagerRogge Global Partners Mar 2006 - Jun 2017Championed client relationships and advised institutional investors on their investment mandates via Global Fixed Income portfolio management solutions. Successfully won client mandates and managed client relationships, serving both the firm’s pooled and segregated fixed income fund investors.
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Senior Associate - Client ServiceMorgan Stanley Investment Management Jul 2001 - Mar 2006New York, Ny, UsRecruited to join Investment Manager track in support of Portfolio Manager’s mandate delivery. Acted as daily point of contact for various fixed income-focused institutional clients, including sub-advisory relationships, central banks and pension funds. Developed and led CRM strategy from onboarding process to client reporting through to preparation of client marketing materials. -
Supervisor - Trust AccountingBny Mellon (Formerly Mellon Trust) Nov 1999 - Jul 2001New York, Ny, UsHired to manage team of five that provided fixed income investment accounting services to major institutional investors, including pension funds, insurance companies and asset management arms of bulge bracket investment banks (>£6.0BN in AUM). Primarily served as transaction custodian. -
Assistant Client Group Manager, Client AccountingState Street Bank Oct 1996 - Nov 1999Boston, Massachusetts, UsDirected six-person team in provision of investment accounting services to major UK institutional investors, including pension funds and endowed charities. Led overdraft reporting, cash and stock exceptions monitoring, and claims initiation and resolution, all serving managing bank’s risk exposure.
Duncan Harvey Skills
Duncan Harvey Education Details
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Cfa Society, UkCfa Charterholder -
Cfa Society, UkInvestment Management Certificate -
Loughborough UniversityBanking And Finance
Frequently Asked Questions about Duncan Harvey
What company does Duncan Harvey work for?
Duncan Harvey works for Nutshell Asset Management
What is Duncan Harvey's role at the current company?
Duncan Harvey's current role is Chief Operating Officer at Nutshell Asset Management | 20+ Years in Asset Management & Operations | Expert in Fixed Income, Strategic Growth & Operational Excellence.
What is Duncan Harvey's email address?
Duncan Harvey's email address is du****@****ail.com
What schools did Duncan Harvey attend?
Duncan Harvey attended Cfa Society, Uk, Cfa Society, Uk, Loughborough University.
What are some of Duncan Harvey's interests?
Duncan Harvey has interest in Football, Spinning, Running, Swimming, Golf.
What skills is Duncan Harvey known for?
Duncan Harvey has skills like Fixed Income Portfolio Management, Relationship Management, Regulatory Compliance, Business Development, New Client Implementation, Process Optimization, Institutional Investments, Operational Risk Management, Risk Management, Fund Accounting, Institutional Relations, Portfolio Management.
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