Fulcrum Asset Management
Kai Volkmann has extensive work experience in the financial industry. Kai is currently working at Waystone as the Country Head for Germany and Austria. Prior to that, they held the same position at Fulcrum Asset Management. From 2012 to 2014, they served as the Managing Director of Carmignac Deutschland GmbH, overseeing the German and Austrian business and managing the team in Frankfurt. Kai also represented the company in all business, legal, and operational aspects, and was a Global Relationship Manager for Deutsche Bank and Allianz Group. Before Carmignac, Volkmann worked at BlackRock from 2004 to 2012, starting as a Director and Senior Relationship Manager with Merrill Lynch Investment Managers (MLIM), which was later acquired by BlackRock. Kai began their career at J.P. Morgan Asset Management in 2000 as a Senior Relationship Manager, focusing on wholesale clients. Prior to that, they worked at KPMG from 1997 to 1999 as an Associate in the "Centre of Competence Asset Management," working on various projects for domestic and international asset managers.
Kai Volkmann, CAIA, holds a Master's Degree in Economics from Goethe University Frankfurt which they completed between 1990 and 1996. Kai also holds a CAIA (Chartered Alternative Investment Analyst) certification from the CAIA Association, although the specific dates of completion are not provided. In addition, they completed an Investment Management Certificate (IMC) from the CFA Institute in 2001. Kai Volkmann also attended an Executive Course in Investment Management at The Wharton School, although the duration of this course is not specified.
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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.