Company: Handelsbanken Wealth & Asset Management
Personal AUM: £1.5bn
Company AUM: £4.5bn AUMA
Career history
Graham Bishop, CFA Chartered MSCI, is the chief investment officer, head of strategy and global multi-asset portfolio manager at Handelsbanken Wealth & Asset Management (HWAM).
As well as leading the investment team at HWAM, he is also co-manager of the Balanced Multi-Asset fund (~£1.5bn AUM).
He has worked at a number of financial institutions over his 25-year career, including Cazenove Capital, Exane BNP Paribas and Citigroup.
Key areas of focus
After a busy year of further refining our investment process, the results were encouragingly positive. Absolute and relative results have been strong in most of our fund range, demonstrating that a simple but effective investment philosophy and approach can work wonders.
Whether it was the signal from our strategic asset allocation optimiser leaning into gold, or our tactical wariness about US/Mag 7 leadership, the outcome was a more diversified and more balanced portfolio mix.
No single investment team member was responsible, rather it was a collective effort in its truest sense.
