Nancy has been Head of Investments and Chief Investment Officer working across both traditional and alternative asset classes at multiple firms since 2002. She held the position for eight years at Fortune Asset Management, then for another ten at Close Brothers Asset Management after it acquired the previous firm. She served in that role at Alvarium Investments from 2020 until it merged to create AlTi. Nancy’s early experience includes senior investment roles as Managing Director at Schroders...
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Nancy has been Head of Investments and Chief Investment Officer working across both traditional and alternative asset classes at multiple firms since 2002. She held the position for eight years at Fortune Asset Management, then for another ten at Close Brothers Asset Management after it acquired the previous firm. She served in that role at Alvarium Investments from 2020 until it merged to create AlTi. Nancy’s early experience includes senior investment roles as Managing Director at Schroders...
Introduction to to "The Chief," a captivating career podcast that takes you behind the scenes of the senior leaders of wealth management, private banking, and asset management. Join us as we sit down with influential senior leaders, the true "chiefs," who have navigated the complexities of this industry. Gain invaluable insights and wisdom as they share their remarkable journeys, discussing the highs, lows, and pivotal moments that shaped their success. With thought-provoking conversati...
The Chief
Nancy has been Head of Investments and Chief Investment Officer working across both traditional and alternative asset classes at multiple firms since 2002. She held the position for eight years at Fortune Asset Management, then for another ten at Close Brothers Asset Management after it acquired the previous firm. She served in that role at Alvarium Investments from 2020 until it merged to create AlTi. Nancy’s early experience includes senior investment roles as Managing Director at Schroders...
