Andrew Smith in

Andrew Smith

Enthusiast · DISC type i
Director, Multi Asset Solutions, Portfolio Manager at Columbia Threadneedle Investments EMEA APAC
📍 United Kingdom

Andrew is the Director of Multi-Asset Solutions and a Portfolio Manager at Columbia Threadneedle Investments. He specializes in designing, building, and implementing bespoke investment solutions for institutional clients, including pension funds and insurance companies. A Chartered Financial Analyst, he holds a degree in Mathematics from Imperial College London.

Outside of his primary role, Andrew is committed to professional development within the finance community. He has volunteered as a mentor for the CFA UKs mentoring program, an experience which he has personally described as being very rewarding and an opportunity to give back to the industry.

Unique Fact: He leverages his experience to design and implement entire multi-asset investment processes from the ground up.

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Experience
21 Years
Current Role
Director, Multi Asset Solutions, Portfolio Manager
Job Level
Mid-senior
Location
United Kingdom
Personality Overview

How Andrew shows up

Amiable & Agreeable
Story Driven
Optimistic

They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Andrew cares about

Multi-Asset Solutions
His career is centered on managing and implementing strategies across equities, fixed income, and alternatives for institutional and high-net-worth clients.
Investment Process Design
Has specific experience in reviewing, designing, building, and implementing entire multi-asset investment processes for asset management firms.
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Career

Work history

10-2018
Director, Multi Asset Solutions, Portfolio Manager
Columbia Threadneedle Investments EMEA APAC
2-2016 - 9-2018
Head of Investment Team and Head of Manager Selection
Jetstone Asset Management
10-2013 - 1-2016
Head of Research
Momentum Global Investment Management
7-2009 - 1-2016
Head of Equity
Momentum Global Investment Management
12-2007 - 7-2009
Senior Analyst
Momentum Global Investment Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1999 - 2003
Mathematics
Imperial College London
Education details unavailable
Fortrose Academy
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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