JD

James Dougall

founding partner at blufolio AG and Secure Wealth Mgmt Ltd

Geneva Metropolitan Area

Invests in

Stages:

Locations:

  • Min Investment:

    $100,000.00
  • Max Investment:

    $5,000,000.00
  • Target Investment:

    $1,500,000.00

Skills

Investment Consulting
High Net Worth Individuals
Investment Advisory
Portfolio Management
Asset Management
Asset Allocation
Investments
Wealth Management
Institutional Sales
Business Development
Hedge Funds
Management
Equities
Financial Advisory
Business Strategy
Alternative Investments
Financial Markets
Strategy
Investment Strategies
Business Planning

Education

Work Experience

  • Director Wealth Management

    2024

  • founding partner

    2018

    Swiss-based company active in Venture Capital investing, focus on sustainability and digital transformation

  • founder and Managing Director

    2009 - 2022

    • sustainability / ESG-based ETF portfolios and liquid crypto portfolios. • outstanding track-record over our 13-year history, in absolute, relative and risk-adjusted terms.

  • Executive Director

    2004 - 2009

    • I managed long/short global telecoms portfolios for a selection of hedge fund clients. A fundamental equity approach was applied, within a global macro and technical backdrop. • Specialist sales, global telecoms research team. Servicing institutional and hedge fund clients in continental Europe, the UK and the USA. • Improved team ranking from 7th to 3rd in Institutional Investor Survey 2008.

1999 - 2004

  • Director

    1999 - 2004

    • Technology / telecoms sector marketing analyst • Pan-European generalist equity sales to German institutions. • Hired to build the into-Germany European equity sales team following proven success at UBS Warburg.

1995 - 1998

  • Associate Director

    1995 - 1998

    • Pan-European generalist equity sales to German institutions. • Built the top-rated into-Germany European equity sales team between 1995 and 1998. • My success with UBS led to an offer from Deutsche Bank to build their into-Germany European equity sales team.