AB

Alan Bodie

Portfolio Director at Cazenove Capital

Alan Bodie has over 18 years of experience in the investment management industry. Alan started their career as an Investment Manager at Barclays Wealth Management in 2003 and worked there until 2011. Alan then joined Societe Generale Private Banking as an Investment Director and remained in that role for 8 years. In 2019, Alan moved to Kleinwort Hambros where they became the Head of Bespoke Portfolio Management, managing and advising Ultra High Net Worth clients across multiple asset classes. Currently, Alan is working as a Portfolio Director at Cazenove Capital, where they focus on managing, constructing, and advising multi-asset class portfolios for private clients. Alan works closely with UK and International private clients across various investment structures such as trusts, pensions, offshore bonds, and family offices.

Alan Bodie attended the University of Glasgow from 1997 to 2001, where they obtained a degree in Economics with Management Studies. Prior to their time at the University of Glasgow, Alan attended the High School of Dundee from 1990 to 1997, although no degree or specific field of study is mentioned for this period.

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Timeline

  • Portfolio Director

    March, 2021 - present