14/07/2021

Fulcrum announces David Merton joining its Fulcrum Alternatives Team

David Merton
Share on linkedin

London 12 July 2021:

Fulcrum’s Alternative Solutions, led by Matthew Roberts, Partner, provides a range of innovative alternative investment portfolios for investors. In addition to managing specialist hedge fund mandates and liquid alternative funds, we now manage hybrid portfolios that invest across a range of liquid and illiquid alternative investments.

 

We are delighted that David is joining us at this exciting stage of development for the team. His skills – including external manager selection and portfolio management – will be invaluable as we strive to provide innovative alternative solutions for our clients. He has over a decade of investment experience, including being a portfolio manager at Willis Towers Watson working in their delegated business.

 

David’s experience in these areas will be of real benefit to our team as we continue to build out our capability.

Collaborating

Recent News

03 11月, 2022

What I bought last (DAR)

In a recent article in Trustnet Magazine, James Burns, Managing Partner at Evelyn Partners looks at Fulcrum's Diversified Absolute Return Strategy and how it can continue to deliver out solid returns even if market conditions remain tricky.
18 10月, 2022

Fulcrum unveils its new brand look and announces the appointment of Edward Osborne-Fardon as Marketing Director

Fulcrum Asset Management is pleased to announce the appointment of Edward Osborne-Fardon as Marketing Director, after joining as interim marketing consultant in July 2021
04 10月, 2022

Sustainability integration important to overwhelming majority of investors

To coincide with Good Money Week, 3-7 October 2022, Fulcrum Asset Management asked professional investors their views on how important it was that sustainability is integrated into the overall investment process, as part of their asset allocation selection criteria.
29 9月, 2022

60/40 no longer suitable according to professional investors

40% of professional investors believe the traditional 60/40 portfolio is no longer suitable, according to a survey of professional investors by Fulcrum Asset Management. A further 24% believed that the strategy “needs to be reviewed”, while in contrast 36% believed it still had a strong future.
Your privacy

Cookies are data files that are stored on your computer or other smart device by a website’s server. Each cookie is unique to your web browser. It will contain some anonymous information such as a unique identifier, website’s domain name, and some digits and numbers. Cookies are useful as they allow us to recognise a user’s device and its preferences in order to ensure that our website works properly. By continuing to use this website, you consent to the use of our cookies.

 

You can find out the different types of cookies used on our website in our Cookies and Privacy Policy.

Necessary cookies