Industry Updates

William Beverley joins Iveagh as Head of Macroeconomic Research

Wednesday, September 21, 2011

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Opalesque Industry Update - Iveagh Private Investment House (“Iveagh”), the Guinness family office and asset management boutique, announces the appointment of William Beverley to the Iveagh investment team.

William will take overall responsibility for Iveagh's macroeconomic and quantitative research including the proprietary models and technology which play a key part in Iveagh's investment strategy.

Since it was established in 2006, Iveagh has become known for its dynamic risk management approach which seeks to capture returns in benign markets but preserve capital in more difficult times. William's background and experience in quantitative strategies and macroeconomic research will further enhance Iveagh’s investment capability and the appointment demonstrates Iveagh’s ongoing commitment to the evolution of the proprietary models that underpin the investment process. William will report into Chris Wyllie, Chief Investment Officer at Iveagh.

William has 12 years’ investment experience with blue chip investment banks, primarily in asset management with a focus on quantitative strategies and asset allocation:
 At Morgan Stanley Investment Management he developed portfolio analytics and asset allocation models for wealth management.
 At Barclays Capital he was senior quantitative strategist in a team managing $2.5 billion in multi-asset class quantitative strategies and UCITS funds.

William holds an MSc in Finance from London Business School, and MAs in Philosophy from both the University of Cambridge and the University of Southern California, receiving the Dean's Fellowship for Academic Excellence from the latter.

Chris Wyllie, Iveagh Partner and Chief Investment Officer, says:
“The Iveagh investment process has served us well since we established it five years ago, warning us to de-risk ahead of this summer’s market falls, as it has before. Will is an excellent addition to an already strong team, further strengthening our skills base and demonstrating our commitment to the continuous improvement of our process. The Guinness family is delighted with his appointment, and I am sure our fund’s investors will be too. I look forward to him contributing fully to the continued growth of the Iveagh business.”

Chris Wyllie has been the Guinness family’s CIO since the firm was established in 2006. In 2008, Iveagh opened its doors to outside investors with the launch of the Iveagh Wealth Fund. The range has now grown to include the Iveagh Core Portfolios and the Iveagh Newcits Fund.

(press release)

About Iveagh Private Investment House
Iveagh Trustees was established in 1886 by Edward Guinness, Earl of Iveagh, primarily to protect the fortune created from the flotation of the family brewing business. It is one of the world’s first family offices. Iveagh LLP, created by the Earl’s direct descendents, is a London-based private investment house providing investment management and advisory services to wealthy individuals, families and institutional investors, seeking to protect and grow their financial assets with a unique combination of investment experience and expertise. www.iveaghwealth.com

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