Umang Rajbhandari CFA FIA

As an Investment Consultant, Umang leads and manages relationships with a diverse portfolio of clients, providing strategic and tactical advice to help them achieve their financial goals.

He advises trustees on all aspects of investment strategy, including long-term objective setting, asset allocation, manager selection, implementation, governance, and ongoing monitoring. His clients range from trustees of defined benefit pension schemes with liabilities of approximately £5 million to over £100 million.

Additionally, Umang heads the Alternative Research Team, where he focusses on identifying and evaluating innovative investment opportunities in private markets and other alternative asset classes. His role involves conducting in-depth market research, assessing emerging investment trends, and developing strategic insights to help clients optimise their alternative investment portfolios.

Significant experience:

• Lead consultant to multiple clients, offering guidance on strategic asset allocation and implementation.
• Assessing the ongoing suitability of investment strategies from a long-term strategic perspective and supporting comprehensive investment planning.
• Experience working with clients whose AUM ranges from £10 million to over £3 billion.
• Speaker/panelist at various private market events across the country.
• Manages the Alternative Research Team, prioritising research based on market trends and client needs, producing insightful research pieces, and overseeing team development.