Company: Coutts & Co
Personal AUM: N/A
Company AUM: £60bn
Career history
Edward is head of fund research at Coutts and has 17 years' experience.
At Coutts he oversees the four strong multi-asset analyst team and has research responsibility for US, European and UK equities.
He started his career as an investment manager at Brewin Dolphin before joining a fintech investment business to build out its investment proposition.
Edward graduated from Exeter University with an MSc in Finance & Investment.
Key areas of focus
Over the past year, my primary focus has been expanding our investment capabilities and evolving our team's processes.
A key milestone was introducing private market funds, giving our clients access to this asset class for the first time.
Alongside this, I have worked on a new responsible investment proposition to ensure our offerings are best in class.
I also implemented a new fund research process, which provides the team with a more rigorous and structured framework for making fund recommendations.
In addition, I led the rebuild of our European equity baskets to enhance portfolio outcomes.
To improve our operational efficiency, I integrated AI tools into our daily workflows, reducing manual tasks and creating more time for research activities.
Finally, I have prioritised working closely with our strategic partners to ensure we are consistently driving the best possible investment outcomes for our clients.
