VT PortfolioMetrix Core Assertive A GBP Accumulation

Fund manager biography

Phil joined PortfolioMetrix in September 2016 and his main responsibilities cover both the asset allocation and fund selection processes to enable a wide range of diversified and customised portfolios to be built. He is also responsible for monitoring portfolios to ensure that client money is invested in-line with their mandate. Phil’s career started at the Bank of England in 2008 where he worked in a variety of roles, covering banknote management and monitoring, retail interest rate statistics and international bank supervision. Much of his time was spent within the markets department, firstly in credit risk operations, then valuation and market risk monitoring, and lastly within the market intelligence function. This involved speaking to participants across a broad range of different financial markets, to then analyse and help deliver this market intelligence to the monetary and financial policy committees and other senior staff.

Fund manager biography

Alex has many years of financial services experience which ranges from Discretionary Fund Management, Corporate Finance, Banking, Capital Raising, Private Equity to Venture Capital. Alex started managing a discretionary fund management business in South Africa and Mauritius, where he designed and managed model portfolios for financial advisors and wealth management firms across the world. Alex has extensive experience in managing Multi-Asset Portfolios in the UK and is responsible for a range of Portfolios and Funds. Alex holds a Bcom Honours in Financial Analysis (Cum Laude) from the University of Stellenbosch, South Africa and is a CFA Charterholder.