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Sagar Thanki, CFA

Sales, Trading & Research

1000 followers

Greater London, England, United Kingdom

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Timeline
About me
Portfolio Manager at Guinness Global Investors
Education
- University of Cambridge
  2010 - 2013
  MA Economics Selwyn College
- Queen Elizabeth's School, Barnet
  2003 - 2010
Experience
- Royal Bank of Scotland
  Apr 2011 - Apr 2011
  Sales, Trading & Research
- Barclays Wealth and Investment Management
  Jun 2014 - Oct 2014
  Discretionary Portfolio Management
- Bloomberg LP
  Nov 2014 - Feb 2017
  Client Coverage: Key buy-side accounts including BlackRock, Fidelity, Hermes, USS, BT Pensions Equity and Portfolio Product Specialist for the London Buy-Side
  - Account Manager
    Oct 2016 - Feb 2017
  - Equity Advanced Specialist
    Jan 2016 - Oct 2016
  - Financial Product Sales and Analytics
    Nov 2014 - Jan 2016
- Guinness Global Investors
  Feb 2017 - now
  Guinness Global Quality Mid Cap Fund(Guinness Sustainable Global Equity Fund) Guinness Global Equity Income FundGuinness Global Innovators Fund
  - Portfolio Manager
    Dec 2020 - now
  - Investment Analyst
    Feb 2017 - now
- Guinness Atkinson Asset Management
  Dec 2020 - now
  SmartETFs Dividend Builder FundGuinness Atkinson Global Innovators Fund SmartETFs Advertising and Marketing Technology ETF
  - Investment Analyst
    Feb 2017 - now
  - Portfolio Manager
    Dec 2020 - Nov 2024
Licenses & Certifications
- Investment Management Diploma
  CFA Institute
- CFA Certificate in ESG Investing
  CFA Institute
- Investment Management Certificate (IMC)
  CFA Institute
- Chartered Financial Analyst (CFA)
  CFA Institute

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