James Dougall

Director Wealth Management

2024 - Current

founding partner

2018

Swiss-based company active in Venture Capital investing, focus on sustainability and digital transformation

founder and Managing Director

2009 - 2022

• sustainability / ESG-based ETF portfolios and liquid crypto portfolios. • outstanding track-record over our 13-year history, in absolute, relative and risk-adjusted terms.

Executive Director

2004 - 2009

• I managed long/short global telecoms portfolios for a selection of hedge fund clients. A fundamental equity approach was applied, within a global macro and technical backdrop. • Specialist sales, global telecoms research team. Servicing institutional and hedge fund clients in continental Europe, the UK and the USA. • Improved team ranking from 7th to 3rd in Institutional Investor Survey 2008.

Director

1999 - 2004

• Technology / telecoms sector marketing analyst • Pan-European generalist equity sales to German institutions. • Hired to build the into-Germany European equity sales team following proven success at UBS Warburg.

Associate Director

1995 - 1998

• Pan-European generalist equity sales to German institutions. • Built the top-rated into-Germany European equity sales team between 1995 and 1998. • My success with UBS led to an offer from Deutsche Bank to build their into-Germany European equity sales team.