Profil
Mr. Colin I.
Barrett is a Senior Investment Director at Brooks Macdonald Asset Management Ltd. He joined the firm in 2010 and manages bespoke discretionary portfolios on behalf of a range of clients and sits on our UK funds team.
He has over 20 years of experience in financial services.
Prior to joining Brooks Macdonald, Mr. Barret worked at Heartwood Wealth Management, where he managed private client portfolios, pensions and trusts.
He also worked at Schroders, Kilik & Co and Merrill Lynch.
He holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC), the Certified Financial Planner certification and is a Member of the CISI.
Postes actifs de Colin Ian Barrett
| Sociétés | Poste | Début |
|---|---|---|
Brooks Macdonald Asset Management Ltd.
Brooks Macdonald Asset Management Ltd. Investment ManagersFinance BMAM is an active, medium- to long-term manager which aims to provide strong and consistent risk-adjusted returns by constructing balanced, individual portfolios composed of the best investments across asset classes. The firm aims to combine selected external managers with a carefully selected mix of direct, passive and alternative assets across a managed selection of the most relevant asset classes. Investment managers combine their understanding of client requirements with asset allocation guidance from the investment committee and investment selections from their research teams. BMAM’s in-house research teams and experienced investment managers form the backbone of the firm’s centralized investment process which aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients. | Gestionnaire de Portefeuille-Actions | 01/01/2010 |
Anciens postes connus de Colin Ian Barrett
| Sociétés | Poste | Fin |
|---|---|---|
Handelsbanken Wealth & Asset Management Ltd.
Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken is an active, global multi-asset manager which seeks to deliver strong, long-term risk-adjusted returns. The firm spreads investments across a range of different assets and markets to reduce portfolio risk. Their multi asset strategies provide convenient and cost-effective access to a diverse range of asset classes, including shares, bonds, property and alternatives through a single portfolio. Each of the firm’s strategies has a target return benchmark and aims to deliver a positive real return (that is, after the effects of inflation are removed) over a rolling five-year period. Handelsbanken’s investment process is largely driven by top-down considerations. They have a multi-layered approach to investing, based on geography, sector, theme, style, capitalization and currency, and look for undervalued areas which they believe will offer long-term opportunities. | Corporate Officer/Principal | 01/01/2010 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Brooks Macdonald Asset Management Ltd.
Brooks Macdonald Asset Management Ltd. Investment ManagersFinance BMAM is an active, medium- to long-term manager which aims to provide strong and consistent risk-adjusted returns by constructing balanced, individual portfolios composed of the best investments across asset classes. The firm aims to combine selected external managers with a carefully selected mix of direct, passive and alternative assets across a managed selection of the most relevant asset classes. Investment managers combine their understanding of client requirements with asset allocation guidance from the investment committee and investment selections from their research teams. BMAM’s in-house research teams and experienced investment managers form the backbone of the firm’s centralized investment process which aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients. | Finance |
Handelsbanken Wealth & Asset Management Ltd.
Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken is an active, global multi-asset manager which seeks to deliver strong, long-term risk-adjusted returns. The firm spreads investments across a range of different assets and markets to reduce portfolio risk. Their multi asset strategies provide convenient and cost-effective access to a diverse range of asset classes, including shares, bonds, property and alternatives through a single portfolio. Each of the firm’s strategies has a target return benchmark and aims to deliver a positive real return (that is, after the effects of inflation are removed) over a rolling five-year period. Handelsbanken’s investment process is largely driven by top-down considerations. They have a multi-layered approach to investing, based on geography, sector, theme, style, capitalization and currency, and look for undervalued areas which they believe will offer long-term opportunities. | Finance |
















