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Dougal Fraser
Gestionnaire de Portefeuille-Actions chez
Rathbones Investment Management Ltd.
Finance
Profil
Mr. Dougal A. Fraser is a Divisional Director at Rathbones Investment Management Ltd. Mr. Fraser was previously employed as a Divisional Director by Investec Wealth & Investment Ltd., an Investment Director by Williams de Broë Ltd., an Investment Director by BNP Paribas Private Investment Management Ltd., and an Investment Director by Fortis Private Investment Management Ltd.
Postes actifs de Dougal Fraser
| Sociétés | Poste | Début |
|---|---|---|
Rathbones Investment Management Ltd.
 Rathbones Investment Management Ltd. Investment ManagersFinance RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs. | Gestionnaire de Portefeuille-Actions | 16/10/2024 |
Anciens postes connus de Dougal Fraser
| Sociétés | Poste | Fin |
|---|---|---|
Investec Wealth & Investment Ltd.
 Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Gestionnaire de Portefeuille-Actions | 16/10/2024 |
Williams de Broë Ltd.
 Williams de Broë Ltd. Investment ManagersFinance As the manager of discretionary accounts and private accounts WDB develops solutions tailored to suit the requirements of their clients. As the manager of mutual funds they aim to achieve long-term capital growth while outperforming specific indexes such as the FTSE World Index, the FTSE World Ex-UK Index, and the FTSE All Share Index. The firm places emphasis on careful stock selection and they combine in-house fundamental, quantitative and technical analysis with research from their sister firm, Evolution Securities, to provide recommendations. The WDB research department determines the overall investment strategy, although their investment managers are free to make specific investment decisions that best suit client needs, superimposing their in-house investment policy on research received from a variety of global securities houses. | Director of Investments | 01/09/2011 |
BNP Paribas Private Investment Management Ltd.
 BNP Paribas Private Investment Management Ltd. Investment ManagersFinance Provides investment advice | Director of Investments | 01/11/2010 |
Fortis Private Investment Management Ltd.
 Fortis Private Investment Management Ltd. Investment ManagersFinance FPIM is a growth-oriented manager that uses in-house and external research. The firm's investment policy committee meets with senior research analysts to discuss global events and macroeconomics. This sets the context for the asset allocation models. The models are the starting point for customized portfolios constructed from securities in five regularly-updated 'Select Lists': the UK equity, UK fixed-income, US equity, US fixed-income, and the Global equity list. The select lists are compiled by senior research and investment managers utilizing a top-down investment approach. It invests across all market caps with the bulk of its assets allocated to UK and European large- and giant-caps. Each list typically contains a series of cornerstone securities as well as a number of more transient ones expected to grow wealth over the long-term. | Director of Investments | 28/06/2010 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fortis Private Investment Management Ltd.
Fortis Private Investment Management Ltd. Investment ManagersFinance FPIM is a growth-oriented manager that uses in-house and external research. The firm's investment policy committee meets with senior research analysts to discuss global events and macroeconomics. This sets the context for the asset allocation models. The models are the starting point for customized portfolios constructed from securities in five regularly-updated 'Select Lists': the UK equity, UK fixed-income, US equity, US fixed-income, and the Global equity list. The select lists are compiled by senior research and investment managers utilizing a top-down investment approach. It invests across all market caps with the bulk of its assets allocated to UK and European large- and giant-caps. Each list typically contains a series of cornerstone securities as well as a number of more transient ones expected to grow wealth over the long-term. | Finance |
Rathbones Investment Management Ltd.
Rathbones Investment Management Ltd. Investment ManagersFinance RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs. | Finance |
Williams de Broë Ltd.
Williams de Broë Ltd. Investment ManagersFinance As the manager of discretionary accounts and private accounts WDB develops solutions tailored to suit the requirements of their clients. As the manager of mutual funds they aim to achieve long-term capital growth while outperforming specific indexes such as the FTSE World Index, the FTSE World Ex-UK Index, and the FTSE All Share Index. The firm places emphasis on careful stock selection and they combine in-house fundamental, quantitative and technical analysis with research from their sister firm, Evolution Securities, to provide recommendations. The WDB research department determines the overall investment strategy, although their investment managers are free to make specific investment decisions that best suit client needs, superimposing their in-house investment policy on research received from a variety of global securities houses. | Finance |
BNP Paribas Private Investment Management Ltd.
BNP Paribas Private Investment Management Ltd. Investment ManagersFinance Provides investment advice | Finance |
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Finance |
