Trevor Greetham

Examiner
DISC Type : cs

Head of Multi Asset at Royal London Asset Management

London Area, United Kingdom

Overview

Trevor Greetham is the Head of Multi-Asset at Royal London Asset Management, leveraging extensive experience from roles at Fidelity and Merrill Lynch. An alumnus of the University of Cambridge and a Fellow at the Institute of Actuaries, he is known for his systematic approach to navigating market cycles.

Based on his commentary, Trevor demonstrates a strong interest in the intersection of politics and economics. He actively follows US political developments and their global implications, particularly concerning economic policy, international relations, and corporate governance.

He is widely recognized for developing and popularizing the investment clock, a model used to guide asset allocation decisions through different phases of the economic cycle.

Personality Overview

Overcautious

Status Quo Seeker

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  They are thorough and always follow a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Investment Cycles
Known for creating the 'investment clock, ' a framework that ties asset allocation strategy to the different phases of the economic cycle.
Multi-Asset Allocation
As Head of Multi Asset, his core focus is on building and managing diversified investment portfolios across various asset classes.
Geopolitics and Markets
Shows a keen interest in how geopolitical events, such as US elections and NATO relations, create risks and opportunities for investors.

Media Appearances

Behind the Markets podcast: Trevor Greetham of Royal London Asset Management on Multi‑Asset Portfolio Management. Featured in WisdomTree Blog

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Trevor Greetham of Royal London Asset Management on Multi‑Asset Portfolio Management. Featured in WisdomTree

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Q&A with Trevor Greetham, Royal London Asset Management. Featured in Vimeo

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Work History

2-2015
Head of Multi Asset at Royal London Asset Management
1-2006 - 1-2015
Asset Allocation Director at Fidelity Worldwide Investment
1995 - 2005
Director of Asset Allocation at Merrill Lynch
7-1990 - 12-1995
Actuary and Fund Manager at Provident Mutual

Education

1990 - 1995
Fellow from Institute of Actuaries
10-1987 - 6-1990
Master of Arts from University of Cambridge

More Information

Social Presence :

Prographics :

Exp : 35 Location : London Area, United Kingdom Job Level : Mid-senior Designation : Head of Multi Asset at Royal London Asset Management
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Insights For Selling To Trevor

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trevor is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Trevor

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Trevor move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Trevor take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Trevor

Personality Compatibility


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