JD

James Dougall

Director Wealth Management at Alpha Quest Pte. Ltd.

Geneva Metropolitan Area

Overview 

James Dougall is a founding partner at blufolio AG and Secure Wealth Management Ltd, with a background in investment consulting and wealth management for high net worth individuals. He has held executive roles at top financial institutions like UBS and Deutsche Bank, and has invested in companies such as Immunify.Life and YAPEAL. Key highlights of James Dougall's career include founding his own successful financial management firms, blufolio AG and Secure Wealth Management Ltd, and his experience in executive roles at UBS and Deutsche Bank. He has also made impactful investments in companies like Immunify.Life and YAPEAL.

Work Experience 

  • 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.

UBS Realty Investors is an institutional investment advisor that managed real estate equity assets on behalf of its clients.

  • 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.

DB Capital Ventures invests in early-stage and emerging growth businesses and is a venture capital firm based in New York.

  • 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.

UBS Realty Investors is an institutional investment advisor that managed real estate equity assets on behalf of its clients.

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