Tracy Doherty Email & Phone Number

City, London

At J.P. Morgan Asset Management, collaborating with our clients in an effort to build stronger portfolios drives everything we do. For over 150 years, we have been helping to solve the needs of institutions, intermediaries, and individuals. J.P. Morgan Asset Management is a leading asset manager for individuals, advisors and institutions. Our investment professionals are located around the world, providing strategies that span the full spectrum of asset classes. As one of the largest asset and wealth managers in the world, with assets under management of $1.7 trillion (as of December 31, 2014), we provide global market insights and a range of investment capabilities that few other firms can match.

Canary Wharf, London

State Street Global Advisors (SSgA) is the investment management division of State Street Corporation and the world’s second largest asset manager, with more than $2.4 trillion (USD) in assets under management as at 30 June 2014.The company services financial clients by creating and managing investment strategies for non-profit foundations, businesses, corporations, associations, governments, educational institutions, and religious organizations. In addition to institutional services, SSgA produces investment vehicles for the retail market in the United States, Europe, Asia, and Australia.SSgA employs 2,400 people in 25 locations (11 of which handle assets) around the world.

Mayfair, London

Wealth management for private clients has been central to Pictet since 1805 and remains so today. Independence lies at the heart of the business and it's ability to focus on managing clients’ assets without distraction.Pictet offer wealth management in its broadest sense, including family office services, tailor-made advice, advice on legal, accounting and tax issues, and help in succession planning.

Canary Wharf, London

State Street Global Advisors (SSgA) is the investment management division of State Street Corporation and the world’s second largest asset manager, with more than $2.4 trillion (USD) in assets under management as at 30 June 2014.The company services financial clients by creating and managing investment strategies for non-profit foundations, businesses, corporations, associations, governments, educational institutions, and religious organizations. In addition to institutional services, SSgA produces investment vehicles for the retail market in the United States, Europe, Asia, and Australia.SSgA employs 2,400 people in 25 locations (11 of which handle assets) around the world.

Mayfair, London

Role to ensure that all aspects of Client related processes are completed and continuously improved by providing an accurate and efficient service whilst maintaining and building a strong relationship between the Investment manager and the Client. Also holds an active position in the department migration/post migration team.Jupiter Private Client and Charities department offered Private Client and Charity clients a bespoke discretionary investment management service drawing on the internal asset allocation expertise at Jupiter. Further to the sale announcement in April 2014, the Private Clients & Charities operations sale to Rathbone Investment Management Limited was completed at the end of September 2014.

Canary Wharf, London

Reported to five Private Bankers within UHNW Key Clients & Family Offices Division, covering Middle East and Africa.From private banking to investment management, philanthropy to succession planning, Barclays wealth management services draw on over 300 years’ experience with individuals, families and entrepreneurs.

St Pauls, London

Reported to eight Charity Fund Managers and seven Private Client Fund ManagersRole to ensure that all aspects of Client related processes are completed and continuously improved by providing an accurate and efficient service whilst maintaining and building a strong relationship between the Investment manager and the Client.Sarasin & Partners is steeped in private wealth management. managing investments for private clients, charities, pension funds, insurance companies and a variety of other investing institutions. With its range of innovative specialist investment skills, the firm is rapidly establishing itself as a distinctive, successful active manager in the institutional marketplace.

Mayfair, London

Worked as part of the specialist Wealth Management team for Charities and Special Clients, prior to which worked as part of the Wealth Management team for Intermediaries.With a 150-year history and a network of offices in over 50 countries on 5 continents, UBS has extensive experience managing the wealth of high net worth and ultra high net worth individuals. Specialising in servicing the needs of wealthy families, entrepreneurs and executives through strong local relationships, UBS clients benefit from a bespoke service which is backed by a robust local product offering and the global network of resources and know-how of one of the world’s leading financial institutions.