Kevin Edgeley Cfa Ch.Fcsi

Kevin Edgeley Cfa Ch.Fcsi Email and Phone Number

Investment Adviser | Chartered Wealth Manager | Macro Strategist | Asset Committee Member | Trustee | Non-Executive Director
Kevin Edgeley Cfa Ch.Fcsi's Location
Petworth, England, United Kingdom, United Kingdom
Kevin Edgeley Cfa Ch.Fcsi's Contact Details

Kevin Edgeley Cfa Ch.Fcsi work email

Kevin Edgeley Cfa Ch.Fcsi personal email

n/a
About Kevin Edgeley Cfa Ch.Fcsi

An investment professional with over 40 years of experience. I have an extensive background in multi-asset investment research and portfolio construction and have advised major institutions, pension funds and family offices. Qualified to QCF level 7 Chartered Financial Analyst and Chartered Wealth Manager and level 4 Certificate in ESG Investing. I am looking to expand my advisory portfolio of non-executive director and investment committee roles.After an early career in the commodity markets (coffee exporting in Rwanda and metals futures trading in London) I worked as a floor trader on the London International Financial Futures Exchange. I moved to Goldman Sachs Investment Research as a macro strategist in 2001, then joined the macro hedge fund Caxton in 2009. In 2016 I was headhunted to a single-family office as Chief Investment Officer to manage their trust portfolios. In 2023 I was elected as a lay member of the Chichester Diocesan Synod. I also sit on the Diocesan Asset Committee which is responsible for managing the portfolio of regional real estate, listed bonds and equities. In 2024 I became a trustee of the Edward James Foundation which oversees strategy for the rural West Dean Estate and College of Arts and Conservation in the South Downs National Park. I have been a member of the CFA Institute for over 20 years and currently act as a mentor to CFA candidates. Skills: Investment Advisory, Wealth Management, Portfolio Management, Macro Strategy, Asset Committee, Trustee

Kevin Edgeley Cfa Ch.Fcsi's Current Company Details

Investment Adviser | Chartered Wealth Manager | Macro Strategist | Asset Committee Member | Trustee | Non-Executive Director
Kevin Edgeley Cfa Ch.Fcsi Work Experience Details
  • Curzon Street Partners Ltd
    Chief Investment Officer
    Curzon Street Partners Ltd 2016 - 2023
    London, United Kingdom
    • Management of equity, bond and cash/liquidity portfolios for UHNW single family office via offshore trusts• Setting of macro strategy and asset allocation decisions using long term structural themes• Equity and Fixed Income Mutual Fund and Investment Trust manager selection and screening• Dealing of investments via external brokers and custodians• Portfolio monitoring and attribution analysis• Selective currency and risk hedging• Liaised with internal property and finance directors, and external trust accountants and lawyers to optimise tax efficient investments
  • Caxton Europe Asset Management
    Investment Strategist/Portfolio Manager
    Caxton Europe Asset Management 2009 - 2014
    London, United Kingdom
    • Advised Chief Investment Officer of multi-billion Dollar macro asset management company on strategic and tactical asset allocation• Comprehensive understanding of macro-economic issues and major asset classes including equities, fixed income, commodities, foreign exchange and collectives• Integrated fundamental, behavioural and objective technical methods to improve investment decision making and provide asset-allocation and opportunistic tactical trade recommendations within a multi-asset portfolio• Managed dynamic and diversified $200m multi-asset portfolio focused on risk adjusted performance• Researched value and momentum strategies using data analysis of market movement, positioning, sector rotation and information flow• Developed advisory relationships to support other global Portfolio Managers.
  • Goldman Sachs
    Multi-Asset Strategist
    Goldman Sachs 1994 - 2009
    London, United Kingdom
    Executive Director, Global Investment Research• Prepared and delivered cross asset macro research, combining fundamental and behavioural analysis techniques• Collaborated across divisions to develop and manage effective partnerships with team leaders and external clients• High level communication of asset allocation and investment ideas to Asset Management, Private Wealth Management professionals and clients, Goldman Sachs proprietary group, sales and trading• Prepared and presented creative and commercial continuing education seminars on investment strategy for GS professionals and clients.

Kevin Edgeley Cfa Ch.Fcsi Skills

Trading Technical Analysis Equities Trading Strategies Derivatives Fixed Income Commodity Trading Systems Hedge Funds Options Fx Options Financial Markets Electronic Trading Bloomberg Equity Derivatives Proprietary Trading Equity Trading Currency Strategy Fx Trading Asset Management Wealth Management Investment Strategies Portfolio Management Asset Allocation Investments Series 7 Investment Management Foreign Exchange Options Microsoft Excel Behavioral Finance Tactical Asset Allocation Strategic Asset Allocation

Kevin Edgeley Cfa Ch.Fcsi Education Details

Frequently Asked Questions about Kevin Edgeley Cfa Ch.Fcsi

What is Kevin Edgeley Cfa Ch.Fcsi's role at the current company?

Kevin Edgeley Cfa Ch.Fcsi's current role is Investment Adviser | Chartered Wealth Manager | Macro Strategist | Asset Committee Member | Trustee | Non-Executive Director.

What is Kevin Edgeley Cfa Ch.Fcsi's email address?

Kevin Edgeley Cfa Ch.Fcsi's email address is ke****@****net.com

What schools did Kevin Edgeley Cfa Ch.Fcsi attend?

Kevin Edgeley Cfa Ch.Fcsi attended London Business School, University Of London.

What skills is Kevin Edgeley Cfa Ch.Fcsi known for?

Kevin Edgeley Cfa Ch.Fcsi has skills like Trading, Technical Analysis, Equities, Trading Strategies, Derivatives, Fixed Income, Commodity, Trading Systems, Hedge Funds, Options, Fx Options, Financial Markets.

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