Fulcrum Asset Management
Helen Roughsedge has a diverse work experience in the financial industry. Helen currently works as an Investment Director at Fulcrum Asset Management. Prior to that, they worked at Legal & General Investment Management (LGIM) as a Client Director. Helen has also held roles at GMO, UBS, AXA Investment Managers, Man Group, Insight Investment, ABN AMRO Bank N.V., J.P. Morgan Asset Management, and KPMG UK. Helen'sroles have included responsibilities such as relationship management, client directorship, portfolio management, product specialist, investment analysis, and auditing.
Helen Roughsedge studied at the University of Exeter from 1992 to 1995, earning a Bachelor of Arts degree in Economics. Additionally, they obtained the Investment Management Certificate (IMC) from CFA UK and the SFA Registered Representative certification in Securities from the Financial Conduct Authority in the year 2001.
Fulcrum Asset Management
Fulcrum Asset Management is an independent investment manager with a global client base of institutions, wealth managers and private investors. At Fulcrum, our investment expertise is understanding the drivers of asset class returns and quantifying investment risk; we aim to maximise our advantage in capturing market movements through our research and rigorous investment techniques. Fulcrum’s investment process and philosophy is designed to deliver stable outcomes for investors regardless of the direction of global financial markets. Our investors access Fulcrum’s investment expertise through a range of multi-asset funds and portfolios which offer diversified, risk managed investments covering all of the major global liquid asset classes.