Robert Jukes Email & Phone Number

Chief Investment Officer and Board Director of Rowan Dartington, the discretionary arm of SJP. Heading a collaborative team of 30+, working on all areas of Investment Process/Governance, Investment Strategy, Portfolio Management, Responsible Investing, Stock and Fund Research, and a Dealing Desk. Coaching and mentoring a diverse team with varying experience and skill sets through a period of rapid change and organisational restructuring. Navigating large scale IT projects alongside outsourcing back-office capabilities while maintaining significant growth in AUM. Introduced a new investment governance framework bridging the gap between celerity of decision making and consistent delivery of results. Moved decision making away from individuals into accountable collective and collaborative research-based forums.Thought leadership drawing on experience as Global Strategist and Fund Manager specialising in top down macroeconomic and thematic ideas along with multi-asset risk based quantitative strategies. Regular marketing and written output where Robert strives to convey complex ideas in an accessible and non-technical manner. Presentations to both clients and the media and is often quoted in the press.

London, Greater London, Gb

As Head of Asset Management, Robert launched Global Portfolio Solutions (GPS) Optimized Portfolios, a cutting-edge risk-based asset management service using a forward looking, multi state risk model to manage volatility, the primary objective. GPS achieved a 5-star rating from Defaqto in 2016. With teams in both London and Toronto, GPS was Canaccord’s leading offering to Canadian wealth management and the UK intermediary market.As Global Strategist, Robert drew on his economics background to deliver top down global multi asset multi-asset research ideas and both strategic and tactical asset allocation. He was a member the Asset Allocation committee where he presented the Global Strategy outlook and provided top town thematic ideas together with quantitative inputs around risk and portfolio optimisation strategies. In this role, Robert embedded cutting-edge techniques into the firm’s investment process at the highest level, from the Investment strategy through to the portfolio management. Robert strives to convey complex ideas in an accessible and non-technical manner, and presented regularly to both clients and the media, and was regularly quoted in the press.

Zurich, Ch

Initiated and produced top down global macro strategy research within the institutional equity research division at Credit Suisse. At Credit Suisse, Robert regularly marketed research and investment ideas to clients globally. Other roles at Credit Suisse included European Equity Strategy, Equity Quant Strategy and European Economist within fixed income research.

Us

As a bond analyst at PaineWebber Robert wrote top down fixed income research together with bottom up relative value analysis and portfolio construction / optimisation.

Newport, Wales, Gb