AeroLeads people directory · profile
James Dougall, Cfa Email & Phone Number
Managing Director
at
Alpha Quest Pte. Ltd.
1 work email found
@securewm.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Geneva Metropolitan Area, Switzerland, Switzerland
Company size
Who is James Dougall, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James Dougall, Cfa is listed as Managing Director at Alpha Quest Pte. Ltd., a company with 13 employees, based in Geneva Metropolitan Area, Switzerland, Switzerland. AeroLeads shows a work email signal at securewm.com and a matched LinkedIn profile for James Dougall, Cfa.
James Dougall, Cfa previously worked as Director Wealth Management at Alpha Quest Pte. Ltd. and founding partner at Blufolio Ag. James Dougall, Cfa holds Chartered Financial Planner, Financial Planning And Services from Chartered Insurance Institute.
Company email context
Email format at Alpha Quest Pte. Ltd.
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*@securewm.com
68% confidence
AeroLeads found 1 current-domain work email signal for James Dougall, Cfa. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Portfolio Management, Investments, Wealth Management, Asset Management, and 30 others.
Current workplace
James Dougall, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Alpha Quest Pte. Ltd.
7 roles
James Dougall, Cfa work experience
A career timeline built from the work history available for this profile.
Director Wealth Management
Current
Mar 2024 - Present
Founding Partner
CurrentSwiss-based company active in Venture Capital investing, focus on sustainability and digital transformation
May 2018 - Present
Founder And Managing Director
sustainability / ESG-based ETF portfolios and liquid crypto portfolios. outstanding track-record over our 13-year history, in absolute, relative and risk-adjusted terms.
Jul 2009 - Dec 2022
Executive Director
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.
Apr 2004 - May 2009
Director
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.
Jan 1999 - Mar 2004
Associate Director
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.
Jun 1995 - Dec 1998
Team & coworkers
Colleagues at Alpha Quest Pte. Ltd.
Other employees you can reach at alpha-quest.com. View company contacts for 13 employees →
5 education records
James Dougall, Cfa education
Chartered Financial Planner, Financial Planning And Services
Chartered Financial Analyst, Finance, General
Cfa Institute
Masters In Management; Diplome De Grande Ecole De Gestion; Diplom Kaufmann, International Finance
Vordiplom Bwl / Vwl, Business And Economics
A-Levels
Sevenoaks School, Sevenoaks, Kent, Uk
FAQ
Frequently asked questions about James Dougall, Cfa
Quick answers generated from the profile data available on this page.
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 Alpha Quest Pte. Ltd.?
James Dougall, Cfa is listed as Managing Director at Alpha Quest Pte. Ltd..
What is James Dougall, Cfa's email address?
AeroLeads has found 1 work email signal at @securewm.com for James Dougall, Cfa at Alpha Quest Pte. Ltd..
Where is James Dougall, Cfa based?
James Dougall, Cfa is based in Geneva Metropolitan Area, Switzerland, Switzerland while working with Alpha Quest Pte. Ltd..
What companies has James Dougall, Cfa worked for?
James Dougall, Cfa has worked for Alpha Quest Pte. Ltd., Blufolio Ag, Secure Wealth Management Ltd, Ubs Investment Bank, and Deutsche Bank.
Who are James Dougall, Cfa's colleagues at Alpha Quest Pte. Ltd.?
James Dougall, Cfa's colleagues at Alpha Quest Pte. Ltd. include Tejali Ghanekar, Adriana Nadine Reyne, and Poonamm Bajaj.
How can I contact James Dougall, Cfa?
You can use AeroLeads to view verified contact signals for James Dougall, Cfa at Alpha Quest Pte. Ltd., including work email, phone, and LinkedIn data when available.
What schools did James Dougall, Cfa attend?
James Dougall, Cfa holds Chartered Financial Planner, Financial Planning And Services from Chartered Insurance Institute.
What skills is James Dougall, Cfa known for?
James Dougall, Cfa is listed with skills including Portfolio Management, Investments, Wealth Management, Asset Management, Hedge Funds, Management, Equities, and Financial Advisory.
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