Charlie Baillie, CFA
Co-Founder & Director
Charlie has 10 years’ experience working in technical client facing roles within the fund management industry. Charlie began his career working for Mercer Investments in London and Hong Kong, providing investment consulting advice to large institutional investors.
Following this, Charlie worked in the institutional client team at Aberdeen Standard Investments (ASI) focusing on clients invested in ASI’s suite of Absolute Return strategies. Over his career, Charlie has developed relationships with UK, Irish and Swiss investors across wholesale and institutional channels.
Charlie holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of the UK. He has a BSc (Hons) in Economics from the University of Warwick and an MSc in Finance from Warwick Business School.