At Nutmeg, we don’t put our faith in individual stock pickers, sometimes known as “star managers”, instead our investment team collaborate to build and manage portfolios that align with the principles of our investment philosophy. These are diversification, global asset allocation, low costs, liquidity and transparency.
The investment team is built around three core components: strategy and macro allocation; ETF selection and allocation; and investment risk and quant research. Each part contributes to the investment process and global allocation.
Director of investment strategy
Brad joined Nutmeg in 2013 with extensive experience in macroeconomics and market strategy from roles at The Reserve Bank of Australia, JP Morgan & F&C Investment Management. Brad has a postgraduate degree in Economics and Econometrics from the University of Queensland, Australia.
Director, investment management & ETF research
James joined Nutmeg in 2015 from Coutts & Co, where he held the role of associate director, specialising in fund products. An exchange-traded funds expert, James is regularly quoted in the national and industry press on the topics of ETFs, investment funds and ESG investing, and has been voted one of Private Asset Manager’s Top 40 under 40 in each of the last three years. James holds a BSc in International Business from Nottingham Business School, the CFA UK Investment Management Certificate, and the CFA Certificate in ESG Investing.
Director of investment risk
A quantitative finance expert, Pacome joined Nutmeg in 2017 with previous experience in asset allocation and risk management for Société Générale, Pioneer Investments and a family office. Pacome holds an MSc in Quantitative Finance from Bocconi University in Milan. He is a certified Financial Risk Manager and a Chartered Alternative Investment Analyst.
Head of high-net-worth clients
Alex joined Nutmeg in 2013 from Coutts & Co, where he was a portfolio manager for high net worth investors. He holds a degree in Business and Management with French from the University of Exeter and is level 4 qualified with the CFA UK Investment Management Certificate.
Investment and risk analyst
Zhenya joined Nutmeg in 2019. She has previous experience in risk management, personal finance and retirement research with the Pension Protection Fund and Fidelity Investments. Zhenya holds a master’s degree in Finance from MIT Sloan School of Management.
Investment analyst, funds
Rumi is responsible for ETF research, fund due diligence and selection. He joined in early 2017 from the Bank of New York Mellon, where he was an analyst in Global Securities Operations. Prior to that he worked in the energy sector at Royal Dutch Shell. Rumi holds a master’s degree in Engineering from the University of Manchester.
Investment analyst, performance and risk
Yang joined Nutmeg in 2017. He is passionate about quantitative analysis and optimization. Yang holds a PhD degree in Power Systems Economics from Imperial College London.
He is a certified Financial Risk Manager (FRM) and holds CFA UK Investment Management Certificate.