Alex Chalkley

CAM invests in multi-asset fund of funds primarily in global equities, fixed interest and cash. The firm's objective is to deliver a balance of income and capital growth. To offer protection on the downside, they also invest in alternative assets such as property, hedge fund of funds, and structured products. They benchmark against the FT APCIMS balanced index

UBS is an active investment manager. Their investment decisions are backed by rigorous in-depth in-house research in addition to external finance market experts. They take a long-term view and also advise investing in the stock market for medium- to long-term commitment. The UBS manager, together with their clients, defines specific investment needs and goals. They then develop an optimally diversified long-term asset allocation best suited to the client's requirements. The strategy is subsequently adjusted to reflect the bank's investment outlook. Their investment funds offer products for market segments including multiple funds for investments in equities, bonds, money market instruments and real estate. UBS has developed a disciplined investment style to ensure that the funds perform in line with the corresponding markets. Their tailored financial planning and wealth management team advises on tax optimization, estate, local and cross-border retirement planning, trust as well as real estate. Wealth management also encompasses what they term 'art banking' which focuses on fine and decorative arts, jewelry, numismatic and other collections.

Functions as a College/University

Quilter Cheviot is an active investor which believes that the best returns come from a flexible approach, so they do not restrict themselves to one investment style. The firm has a house view that runs throughout the business, to which their investment managers align themselves. They create portfolios using a multi-asset approach to investing, which provides them with the flexibility to meet individual needs over the long-term. Their asset allocation process is forward looking, dynamic and not based solely on backward-looking statistics.