Edward Smith

Co-chief Investment Officer at Rathbone Brothers

Edward Smith CFA has a diverse work experience in the finance industry. Edward worked at Rathbones Group Plc as the Co-Chief Investment Officer, where they were a member of the Investment Executive Committee and Management Committee. Edward also devised a 3-year CIO Vision and Strategy, which was approved by the executive team. Prior to this role, they served as the Head of Asset Allocation Research at Rathbones, leading a team responsible for strategic asset allocation. Edward utilized their strong quantitative background to conduct analysis using techniques such as Principal Component Analysis and regression.

Before joining Rathbones, Edward worked at Canaccord Genuity Wealth Management as a Global Strategist, where they analyzed macroeconomic and market trends to generate asset allocation recommendations. Additionally, they were involved in style testing and multi-factor style analysis.

Edward began their career at BlackRock as an Analyst, where they gained foundational experience in the finance industry.

Edward Smith CFA completed a Bachelor of Arts degree in Modern History at the University of Oxford from 2003 to 2006. Subsequently, they attended The London School of Economics and Political Science (LSE) to pursue a Master of Science in Economic History. The specific start and end dates for this degree are not provided. Furthermore, Edward Smith also holds the Chartered Financial Analyst (CFA) certification from CFA UK, however, the exact month and year in which they obtained this certification are not specified.

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Timeline

  • Co-chief Investment Officer

    July, 2021 - present

  • Head Of Asset Allocation Research

    February, 2017

  • Asset Allocation Strategist

    October, 2014