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Profile
Mr. Martin A. Perry is an Investment Director at Heartwood Wealth Management Ltd.
He has been with Heartwood since 2001, and has joint responsibility for tactical asset allocation.
He also manages client portfolios.
Previously, Mr. Perry worked at UBS for more than ten years as an Investment Manager and ultimately Deputy Head of Global Research in the private banking division.
In 1986, he joined Banque Belge, where he became Head of Investment Management, having started his career as an Analyst and Investment Manager with NatWest Bank and Williams de Broe.
Mr. Perry attained an MSc in Finance at the London Business School in 2000.
He is also an Associate of the CFA Society of the UK and of the Institute of Financial Services.
Former positions of Martin A. Perry
| Companies | Position | End |
|---|---|---|
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. | Director of Investments | 19/06/2015 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
41
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
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