Arun Subbiah, CFA, FCSI

Experience

• 

  EGR Wealth

  Apr 2017 - now

  Investment Director (SMF 3)

  Investment Management• Responsible for the Discretionary Fund Management of over 500 multi-asset model portfolios• Investment analysis of UCIT Funds, Investment Trusts, and ETFs• Investment analysis of UK, European and US public equities• Primary contributor of Investment Management Committee• Experience in portfolio construction and asset allocation to specified mandatesResponsibilities and achievements- Hold SMF3 – Executive Director SM&CR position – Part of Firm’s Board of Directors and Governance of CMP. - Designated Consumer Duty champion – responsible for effective governance of principle 12 - Prescribed Responsibility B - Responsibility for the firm’s performance of its obligations under the employee certification regime- Write investment articles and recorded video investment commentary for Firm’s social media and conduct regular technical presentations to sales team and stakeholders - Maintain efficient working relationship with back and middle office on all matters of client mandate, including openings, transfers, compliance, legal, bespoke requests and managing team of 20 colleagues Show less