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

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.

2004 - 2009

  • 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.