Caroline Shaw

Experience

• 

  Courtiers

  Jul 2000 - Aug 2021

  Managed the investment team on a day to day basis, chaired the asset allocation meetings and sat on the senior management committee. Direct fund management responsibilities for three global multi-asset funds, two direct equity funds (UK Equity Income and Global ex UK Equity Income) and an investment grade bond fund, totalling more than £0.9 billion under management. Also responsible for the ongoing management of assets within the discretionary management service. Fund manager and analyst with experience of running mutual funds and model portfolios for private wealth management and institutional clients. Experienced in asset specific research across a range of asset classes and products. Experience in using derivatives contracts including OTC total return swaps and exchange traded futures and options.Holds the Chartered Financial Analyst® designation.

  • Head Of Asset Management

    Jan 2015 - Aug 2021

  • Fund Manager

    Jul 2000 - Aug 2021
• 

  Fidelity International

  Sept 2021 - now

  Portfolio Manager