Rafe Garvin

Experience

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  Barclays Wealth and Investment Management

  Feb 1996 - Jan 2007

  Sr. Fund Manager, Analyst
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  RBC Wealth Management

  Feb 2007 - Jun 2010

  Senior Manager, Investment Management

  Responsible for a team of highly skilled and motivated individuals to service RBC's International Wealth Management's key clients under both FSA (now FCA) and SEC authority. All team members qualified and registered in the UK and the U.S.Asset class coverage was wide (no PE) with assignments to each team member. Navigated through the 07/08 crisis using extensive use of downside risk management tools which proved to be very powerful. Extensive travel throughout the United States to work with clients on sophisticated investment solutions Show less

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  Pictet & Cie

  Sept 2010 - Apr 2014

  Vice President, Investment Management

  Investment Management of large segregated assets fund of non-USD currency and Fixed Income Instruments for US Clients under full SEC license and responsibilities. Full discretionary management based on proprietary models. Use of Asset Allocation Tools and Proprietary Equity downside risk management Model.Senior Member of the Investment Committee.Extensive travel throughout the United States to work with clients on sophisticated investment solutions.

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  Investec Wealth & Investment, Private Office

  Sept 2014 - Dec 2017

  Senior Investment Director - Private Office Portfolio Management - Head

  Sr. Investment Director/Head responsible for the Private Office Portfolio Management Team. Also responsible for the build and delivery of bespoke portfolios to Investec's Key Clients. Rafe is also a Chartered Wealth Manager and Chartered Fellow of the CISI. Technical and fundamental focus on downside risk asymetry of equity markets using proprietary analytical methodology. Risk based Asset Allocation and Budgeting. Created the "Opportunistic" Macro Ideas Basket to complement downside risk management strategies. Sophisticated Currency allocation. Fixed Income Investment Management (Credit Curve and Term Structure Management) Show less

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  TBA

  Jan 2018 - Apr 2018

  On a Career Break (Building Something Transformational!)

  Building the future of Veterinary collaborative care & medicine!

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  Virtual Veterinary Specialists (vvs.vet)

  Apr 2018 - now

  Director / Co-Founder (Finance & Operations)