James Dougall, Cfa

James Dougall, Cfa Email and Phone Number

Managing Director @ Alpha Quest Pte. Ltd.
Singapore
James Dougall, Cfa's Location
Geneva Metropolitan Area, Switzerland
James Dougall, Cfa's Contact Details

James Dougall, Cfa work email

James Dougall, Cfa personal email

n/a
About James Dougall, Cfa

key achievements:• founder of asset management boutique Secure Wealth Management Ltd. We offer a selection of sustainability / ESG-focused portfolios using ETFs, with an outstanding 13-year track record. • founding partner of blufolio AG, a Swiss-based firm active in venture capital, focusing on sustainability and digital transformation• I have 20 years' experience managing portfolios, both for long-short and long-only strategies. Specialisation in sustainable / ESG portfolio construction using ETFs. Outstanding 13-year track record in absolute, relative and risk-adjusted terms for Secure Wealth Management's ETF portfolios.• I have 14 years' experience as a senior institutional salesperson for major investment banks (UBS, Deutsche Bank, SG Warburg).key areas of expertise:• entrepreneurial skills and capital raising• global ESG multi asset portfolio management• product sales and business development

James Dougall, Cfa's Current Company Details
Alpha Quest Pte. Ltd.

Alpha Quest Pte. Ltd.

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Managing Director
Singapore
Website:
alpha-quest.com
Employees:
13
James Dougall, Cfa Work Experience Details
  • Alpha Quest Pte. Ltd.
    Managing Director
    Alpha Quest Pte. Ltd.
    Singapore
    View
  • Alpha Quest Pte. Ltd.
    Director Wealth Management
    Alpha Quest Pte. Ltd. Mar 2024 - Present
    Singapore
    View
  • Blufolio Ag
    Founding Partner
    Blufolio Ag May 2018 - Present
    Geneva Area, Switzerland
    Swiss-based company active in Venture Capital investing, focus on sustainability and digital transformation
    View
  • Secure Wealth Management Ltd
    Founder And Managing Director
    Secure Wealth Management Ltd Jul 2009 - Dec 2022
    New Zealand
    • sustainability / ESG-based ETF portfolios and liquid crypto portfolios. • outstanding track-record over our 13-year history, in absolute, relative and risk-adjusted terms.
    View
  • Ubs Investment Bank
    Executive Director
    Ubs Investment Bank Apr 2004 - May 2009
    London, United Kingdom
    • I managed long/short global telecoms portfolios for a selection of hedge fund clients. A fundamental equity approach was applied, within a global macro and technical backdrop.• Specialist sales, global telecoms research team. Servicing institutional and hedge fund clients in continental Europe, the UK and the USA.• Improved team ranking from 7th to 3rd in Institutional Investor Survey 2008.
    View
  • Deutsche Bank
    Director
    Deutsche Bank Jan 1999 - Mar 2004
    London, United Kingdom; Frankfurt, Germany
    • Technology / telecoms sector marketing analyst• Pan-European generalist equity sales to German institutions.• Hired to build the into-Germany European equity sales team following proven success at UBS Warburg.
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  • Ubs Warburg
    Associate Director
    Ubs Warburg Jun 1995 - Dec 1998
    London, United Kingdom
    • Pan-European generalist equity sales to German institutions.• Built the top-rated into-Germany European equity sales team between 1995 and 1998.• My success with UBS led to an offer from Deutsche Bank to build their into-Germany European equity sales team.
    View

James Dougall, Cfa Skills

Portfolio Management Investments Wealth Management Asset Management Hedge Funds Management Equities Financial Advisory Business Strategy Investment Advisory Alternative Investments Financial Markets Investment Strategies High Net Worth Individuals Strategy Investment Consulting Business Planning Valuation Financial Planning Investment Banking Business Development Strategic Planning Project Management Asset Allocation Institutional Sales Emerging Markets Capital Markets Fixed Income Financial Modeling Strategic Financial Planning Marketing Team Leadership Team Management Negotiation

James Dougall, Cfa Education Details

Frequently Asked Questions about James Dougall, Cfa

What company does James Dougall, Cfa work for?

James Dougall, Cfa works for Alpha Quest Pte. Ltd.

What is James Dougall, Cfa's role at the current company?

James Dougall, Cfa's current role is Managing Director.

What is James Dougall, Cfa's email address?

James Dougall, Cfa's email address is ja****@****ufol.io

What schools did James Dougall, Cfa attend?

James Dougall, Cfa attended Chartered Insurance Institute, Cfa Institute, Escp Europe, European Business School Oestrich-Winkel, Sevenoaks School, Sevenoaks, Kent, Uk.

What are some of James Dougall, Cfa's interests?

James Dougall, Cfa has interest in Children, Economic Empowerment, Education, Health.

What skills is James Dougall, Cfa known for?

James Dougall, Cfa has skills like Portfolio Management, Investments, Wealth Management, Asset Management, Hedge Funds, Management, Equities, Financial Advisory, Business Strategy, Investment Advisory, Alternative Investments, Financial Markets.

Who are James Dougall, Cfa's colleagues?

James Dougall, Cfa's colleagues are Poonamm Bajaj, Tejali Ghanekar, Adriana Nadine Reyne.

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