Profile
Mr. Hilary C.
Wakefield is a Head of Portfolio Management & Senior Portfolio Manager at EFG Asset Management (UK) Ltd. He joined EFGAM in 1999 and, as one of EFGAM's first portfolio managers, developed the Global Alpha managed account investment strategy, which has been at the forefront of the multi asset class targeted returns revolution.
Mr. Wakefield joined EFGAM from Old Mutual Asset Managemenet, where he oversaw global equity unit trusts and UK balanced pension and managed funds, as well as serving as head of emerging markets.
Mr. Wakefield has over 35 years experience in the investment management industry having worked also at Schroders, Flemings and Lloyds Bank International.
He has a MA in history from the University of Edinburgh and subsequently became an Associate of the Society of Investment Professionals (ASIP) and a member of UK CFA.
Hilary C. Wakefield active positions
| Companies | Position | Start |
|---|---|---|
EFG Asset Management (UK) Ltd.
EFG Asset Management (UK) Ltd. Investment ManagersFinance EFGAM UK is an active, long-term manager that employs disciplined investment process based on in-depth macro-economic and market research, which forms the basis for decisions on asset allocation and stock picking. The firm offers a full range of tailored investment offerings, from traditional equity and fixed income portfolios to sophisticated multi-asset strategies. | Director of Investments | 1998-12-31 |
Former positions of Hilary C. Wakefield
| Companies | Position | End |
|---|---|---|
EFG Private Bank Ltd.
EFG Private Bank Ltd. Investment ManagersFinance EFGIUK utilizes a wide range of asset classes for portfolio construction and draw from a broad range of resources across the company. They specialize in managing internationally based investment portfolios following an investment process which combines in-house asset allocation skills with the selection of leading external investment managers. The firm follows an income-oriented investment style. They invest across all market caps and sectors with the bulk of their assets allocated to the UK in addition to trading in international markets. | Director of Investments | 2014-11-30 |
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Private companies
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| Private companies | 2 |
|---|---|
EFG Private Bank Ltd.
EFG Private Bank Ltd. Investment ManagersFinance EFGIUK utilizes a wide range of asset classes for portfolio construction and draw from a broad range of resources across the company. They specialize in managing internationally based investment portfolios following an investment process which combines in-house asset allocation skills with the selection of leading external investment managers. The firm follows an income-oriented investment style. They invest across all market caps and sectors with the bulk of their assets allocated to the UK in addition to trading in international markets. | Finance |
EFG Asset Management (UK) Ltd.
EFG Asset Management (UK) Ltd. Investment ManagersFinance EFGAM UK is an active, long-term manager that employs disciplined investment process based on in-depth macro-economic and market research, which forms the basis for decisions on asset allocation and stock picking. The firm offers a full range of tailored investment offerings, from traditional equity and fixed income portfolios to sophisticated multi-asset strategies. | Finance |
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