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Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £375k and by the
Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
In the dual role as the Director and Quantitative Strategist, Sa leads all quantitative initiatives within the company, driving and maintaining the integrity and robustness of Fowler Drew’s unique data-driven decision-making process and strategic insights.
With a quant background (PhD in Finance) Sa previously spent 10 years in London and Beijing with UBS and private- equity manager Actis, designing and implementing investment solutions covering each of portfolio allocation, portfolio analysis and risk management, across conventional and alternative asset classes. She leads the creation and refinement of Fowler Drew’s proprietary financial planning and asset allocation model and is responsible for all quantitative initiatives in Fowler Drew. Her role extends from quantitative analysis to establishing and maintaining robust quantitative investment processes and overseeing the construction and integration of the operational infrastructure.
CFA Charter Holder
PhD in Finance MSc, International Securities, Investment and Finance
CFA Institute Membership, CII membership
In the dual role as the Director and Quantitative Strategist, Sa leads all quantitative initiatives within the company, driving and maintaining the integrity and robustness of Fowler Drew’s unique data-driven decision-making process and strategic insights.
With a quant background (PhD in Finance) Sa previously spent 10 years in London and Beijing with UBS and private- equity manager Actis, designing and implementing investment solutions covering each of portfolio allocation, portfolio analysis and risk management, across conventional and alternative asset classes. She leads the creation and refinement of Fowler Drew’s proprietary financial planning and asset allocation model and is responsible for all quantitative initiatives in Fowler Drew. Her role extends from quantitative analysis to establishing and maintaining robust quantitative investment processes and overseeing the construction and integration of the operational infrastructure.
Contact Daniel through Trusted Advisor and your initial 45 minute to 1-hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
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How has Jamie Pearson helped you?6 years
What were the circumstances that caused you to initially look for an adviser? Divorce
How has Jamie Pearson helped you?6 years
Have you seen the outcome you were hoping for?Yes, better than I could have imagined
What were the circumstances that caused you to initially look for an adviser? Divorce
How has Jamie Pearson helped you?6 years
Have you seen the outcome you were hoping for?Yes, better than I could have imagined
What were the circumstances that caused you to initially look for an adviser? Divorce
How has Jamie Pearson helped you?6 years
Have you seen the outcome you were hoping for?Yes, better than I could have imagined
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