About Us
Jaime Arguello
With a career spanning over 35 years in Asset Management, Jaime Arguello embarked on this journey as a Portfolio Manager, expertly handling diverse asset classes, and later ascended to lead large multi-management teams.
He has been at the forefront of crafting meticulous due diligence processes for nearly two decades. These processes have been pivotal in streamlining the shortlisting, analysing, and selecting mutual funds across traditional and alternative asset classes. Under this disciplined framework, critical areas of focus include:
Team Resources
ESG Process Integration
Investment Philosophy & Research Process
Portfolio Construction & Risk Allocation
Comprehensive Portfolio Attribution Analysis
Once an investment was selected, a rigorous manager monitoring procedure was implemented within the due diligence process, ensuring periodic reviews and validation of investment choices.
His fiduciary capability is further underscored by allocating over 20 billion EUR on behalf of eminent asset owners. This includes renowned private banks in Switzerland and the UK and a leading European insurance conglomerate.
In the role of Chief Investment Officer, he showcased versatility by allocating capital across a multitude of asset classes resiliently navigating through varied market conditions. Beyond mutual funds, his expertise extends to allocating capital across over 50 distinct mandates, spanning diverse asset classes, investment managers, and global regions.
Further enriching his expertise is designing and implementing oversight processes for substantial legacy holdings within asset owners. Central to this initiative was the discernment to earmark holdings slated for redemption based on a set of meticulous criteria.
